Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Clay Fancher is a financial advisor with 46 Peaks Investment Advisory Group. Louis Clay Fancher has been in the financial industry for over 20 years. Louis Clay Fancher is registered with the state of Pennsylvania and Texas. Louis Clay Fancher's primary office is located at 760 Newtown Yardley Road, Suite 114, Newtown, PA 18940. Louis Clay Fancher is also a member of M HOLDINGS SECURITIES, INC. and AXA ADVISORS, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
03/05/2020 - Present
46 Peaks Investment Advisory Group (NEWTOWN PA)
PA
04/02/2012 - 02/10/2020
M HOLDINGS SECURITIES, INC. (NEWTOWN PA)
PA
07/17/1996 - 04/12/2012
AXA ADVISORS, LLC (NEWTOWN PA)
NY
07/17/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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