Avery Fisher
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCApr 2025 to now
- Fisher Financial ServicesApr 2025 to now
- Pr Company RoofingMay 2024 to Oct 2024
- Lafayette Family WellnessMay 2023 to Apr 2025
- Unity Immediate Care CenterMay 2023 to Dec 2023
- Hodson Research InstituteMay 2021 to Jul 2021
- Indiana Wesleyan UniversityAug 2020 to Dec 2020
- Fcs, Iuk, IwuAug 2015 to Apr 2023
- Dk ConstructionMay 2015 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8080001
- Firm CRD
- 6413