AF
CFP
AF
CFP

Andrew Bert Fishman

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

Rancho Mirage, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew is an advisory representative at Affiance Financial, LLC, dedicating full-time hours to investment management and financial planning. He also sells fixed life, health, disability, annuities, long-term care, and life settlements, and is a mortgage broker, but spends minimal time on the latter two. He is also the president and owner/operator of GameFish Inc, a financial services holding company, and is involved with other passive investments and a religious organization.

Employment History
Current Registrations
Private Client Services, LLC
July 2019 - Present · 6 yrs 7 mos
Private Client Services, LLCBroker
May 2017 - Present · 8 yrs 9 mos
Affiance Financial LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
December 2004 - May 2017 · 12 yrs 5 mos
Cetera Advisor Networks LLCBroker
May 1995 - May 2017 · 22 yrs
State Registrations31 states
AZCACOCTDCFLGAILKSMAMDMIMNMOMTNCNDNENHNVNYOHOKORPARISDTNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Bert Fishman - Financial Advisor | TrueAdvisor