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James Lee Fisher

CLOVER FINANCIAL & INSURANCE SERVICES, INC.·ONTARIO, California
Unclaimed Profile
901 VIA PIEMONTE, ONTARIO, CA 91764CRD# 208628Firm CRD# 136969
01

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.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CLOVER FINANCIAL & INSURANCE SERVICES, INC.
TRINITY FINANCIAL PARTNERS
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CLOVER FINANCIAL & INSURANCE SERVICES, INC. →
Services
Other
04

Background

Compensation
Other: NONE FOR INVESTMNT ADVISE. HRLY OR FIXED AMNT FOR OTHER BUS. ADV
Regulatory
SEC/IARD CRD# 208628
Firm CRD# 136969
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in ONTARIO
Karyn Michelle Wikoff — CLOVER FINANCIAL & INSURANCE SERVICES, INC.Alejandro Carlos Rodriguez — CROSSMARKET CAPITAL, LLCNat Di Carlo — CROSSMARKET CAPITAL, LLCJames Bradford Hurlbut — CLOVER FINANCIAL & INSURANCE SERVICES, INC.Malton Bert Youngblood — CLOVER FINANCIAL & INSURANCE SERVICES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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