L. B. Fisher & Company

Broker-DealerFINRA Member
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 structured as a corporation and appears to be privately owned by an individual proprietor. Public profiles for the firm are sparse: the firm is categorized as "Unclassified" in the available data and does not present as a multi-state adviser, pension consultant, capital allocator, or related adviser. There is no indication the firm emphasizes ESG integration. Available records do not list client types, fee models, specific advisory services, or typical investment mandates. The firm’s public footprint is limited, which suggests it operates on a small scale or maintains a low-disclosure profile relative to larger registered advisory firms.

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
  • Gordon Sullivan

    Registered RepresentativeCRD 7253487

  • Lewis Fisher

    PresidentCRD 208675

  • Stephen Fisher

    Vice PresidentCRD 830869

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Wealth teams

FINTRX

Newly hired reps

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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