linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lawrence Robert Fisher

Wealthcare Advisory Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lawrence? Claim Your Profile

About Lawrence Robert Fisher

Lawrence Robert Fisher is a financial advisor with Wealthcare Advisory Partners LLC and has been in the industry for over 8 years. Lawrence Fisher is registered with the state of Michigan and is Series 66, Series 7, and SIE qualified. Lawrence Fisher has experience working with a range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Lawrence Fisher's firm, Wealthcare Advisory Partners LLC, has over 145 investment advisor representatives and $4.5 billion in regulatory assets under management.

Firm Information

Lawrence Fisher is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lawrence Fisher’s Registration & Firm History

PA

09/13/2021 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

Not sure if Lawrence Robert Fisher is right for you?

Licenses & Designations

BOTH

Issued 11/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Robert Fisher.
Not sure if Lawrence Robert Fisher is right for you?