L. B. FISHER & COMPANY

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
7306
Registered since
October 29, 1976

Firm profile

FINTRX

Overview

L. B. Fisher & Company is a corporation that has been SEC-registered since 1976. The firm is owned by an individual and is listed in FINTRX as "Unclassified" rather than under a specific advisory model. The profile indicates the adviser does not identify itself as a capital allocator and does not report activity as an ESG-focused investor, multi-state adviser, pension consultant, related adviser, or newly formed firm. FINTRX does not provide descriptions of the firm's advisory or business activities, nor does it disclose the makeup of its client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • LEWIS FISHER

    PresidentCRD 208675

  • GORDON SULLIVAN

    Financial AdvisorCRD 7253487

  • ELIZABETH SULLIVAN

    Registered RepresentativeCRD 5221355

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
16924 Preston Bend Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth