Unclaimed Profile

Kevin Duane Fisher

NORTHWEST FINANCIAL ADVISORS LLC·HERNDON, Virginia

SIE, Series 7, Series 24, Series 63, Series 65, Series 66, Series 99TOClean record20 years registeredNORTHWEST FINANCIAL ADVISORS LLC

200 SPRING STREET, HERNDON, VA 20170CRD# 3052088Firm CRD# 166769

Profile Verification

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

Identity

Kevin Duane Fisher · HERNDON, VA

Registration

CRD #3052088 · NORTHWEST FINANCIAL ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

NORTHWEST FINANCIAL ADVISORS LLC

Nov 2013 – present

NORTHWEST FINANCIAL LLC

Aug 2008 – Oct 2013

HERNDON, VA

LPL FINANCIAL CORPORATION

Aug 2006 – Mar 2008

HERNDON, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · August 14, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHWEST FINANCIAL ADVISORS LLC

CRD 166769 · SEC 801-77994

AUM

$1.7B

Regulatory assets under management

Employees

3,658 client accounts

Services offered by NORTHWEST FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NORTHWEST FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Duane Fisher offer?

Kevin Duane Fisher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERNDON, Virginia for a consultation.

What are Kevin Duane Fisher's credentials?

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

Where is Kevin Duane Fisher located?

Kevin Duane Fisher is based in HERNDON, Virginia, working with NORTHWEST FINANCIAL ADVISORS LLC. Their office serves clients in the HERNDON metropolitan area and surrounding communities.

How does Kevin Duane Fisher charge for services?

Kevin Duane 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 NORTHWEST FINANCIAL ADVISORS LLC?

NORTHWEST FINANCIAL ADVISORS LLC has approximately 37 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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