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Thomas Adam Fisher is an Investment Advisor Representative with Fisher Financial Strategies. Thomas has been in the industry since October 2005. Thomas earned his Series 65 license by passing the Uniform Investment Adviser Law Examination in 2005. Fisher Financial Strategies is an independent firm with 37 clients. The firm provides financial planning, educational seminars, and selection of other advisors. Fisher Financial Strategies does not offer other advisory services such as security ratings, pension consulting, market timing services, publication of periodicals, or portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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MA
04/22/2021 - Present
Fisher Financial Strategies (CAMBRIDGE MA)
IA
Issued 11/30/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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