Unclaimed Profile

James Lee Fisher

CLOVER FINANCIAL & INSURANCE SERVICES, INC.·ONTARIO, California

Clean recordCLOVER FINANCIAL & INSURANCE SERVICES, INC.

901 VIA PIEMONTE, ONTARIO, CA 91764CRD# 208628Firm CRD# 136969

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Lee Fisher · ONTARIO, CA

Registration

CRD #208628 · CLOVER FINANCIAL & INSURANCE SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Lee Fisher is a registered financial advisor based in ONTARIO, California, affiliated with CLOVER FINANCIAL & INSURANCE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CLOVER FINANCIAL & INSURANCE SERVICES, INC.

TRINITY FINANCIAL PARTNERS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLOVER FINANCIAL & INSURANCE SERVICES, INC. →

Services

Other

Background

Compensation

Other: NONE FOR INVESTMNT ADVISE. HRLY OR FIXED AMNT FOR OTHER BUS. ADV

Regulatory

SEC/IARD CRD# 208628

Firm CRD# 136969

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Frequently Asked Questions

What services does James Lee Fisher offer?

James Lee Fisher is a registered financial advisor in ONTARIO, California. Contact their office for details on services offered.

What are James Lee Fisher's credentials?

James Lee Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Lee Fisher located?

James Lee Fisher is based in ONTARIO, California, working with CLOVER FINANCIAL & INSURANCE SERVICES, INC.. Their office serves clients in the ONTARIO metropolitan area and surrounding communities.

How does James Lee Fisher charge for services?

James Lee Fisher's firm is compensated through other: none for investmnt advise. hrly or fixed amnt for other bus. adv. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLOVER FINANCIAL & INSURANCE SERVICES, INC.?

CLOVER FINANCIAL & INSURANCE SERVICES, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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