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James Lee Fisher

CLOVER FINANCIAL & INSURANCE SERVICES, INC.·ONTARIO, California
Series 1Clean record29 years registeredCLOVER 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. · 29 years registered
Brand Profile
Not yet started
01

Career History

TRINITY FINANCIAL PARTNERS
Jul 1997 – present
NFP SECURITIES, INC.
Jun 2002 – Jul 2005
ONTARIO, CA
02

Registrations & Exams

FINRA examinations passed
Series 1
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLOVER FINANCIAL & INSURANCE SERVICES, INC.
CRD 136969 · SEC 801-68517
Employees
1
Total firm employees
Services offered by CLOVER FINANCIAL & INSURANCE SERVICES, INC.
Per Form ADV
Other
View all advisors at CLOVER FINANCIAL & INSURANCE SERVICES, INC. →
Introduction

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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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