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Amy Marie Fisher

WEBSTERROGERS FINANCIAL ADVISORS, LLC·FLORENCE, South Carolina
Clean record19 years registeredWEBSTERROGERS FINANCIAL ADVISORS, LLC
1411 SECOND LOOP ROAD, FLORENCE, SC 29505-2801CRD# 5301223Firm CRD# 121006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Marie Fisher · FLORENCE, SC
Registration
CRD #5301223 · WEBSTERROGERS FINANCIAL ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · July 24, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEBSTERROGERS FINANCIAL ADVISORS, LLC
CRD 121006 · SEC 801-61500
AUM
$346M
Regulatory assets under management
Employees
10
734 client accounts
Services offered by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Amy Marie Fisher offer?
Amy Marie Fisher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FLORENCE, South Carolina for a consultation.
What are Amy Marie Fisher's credentials?
Amy Marie Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Marie Fisher located?
Amy Marie Fisher is based in FLORENCE, South Carolina, working with WEBSTERROGERS FINANCIAL ADVISORS, LLC. Their office serves clients in the FLORENCE metropolitan area and surrounding communities.
How does Amy Marie Fisher charge for services?
Amy Marie Fisher's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEBSTERROGERS FINANCIAL ADVISORS, LLC?
WEBSTERROGERS FINANCIAL ADVISORS, LLC has approximately 10 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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