CF
CF

Cathey Elaine Fisher

18 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
4,342 clients
Average Client Portfolio
$912K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$25K
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Location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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History

Regulatory History (2)
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Judgment / Lien
October 2016
Customer Dispute
October 2008
Denied
Employment History
Current Registrations
Thurston Springer Advisors
July 2024 - Present · 1 yr 7 mos
Thurston Springer FinancialBroker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Phillips Capital Advisors, INC.
January 2023 - June 2024 · 1 yr 5 mos
T.S. Phillips Investments, INC.Broker
April 2012 - June 2024 · 12 yrs 2 mos
Phillips Capital Advisors, INC.
April 2012 - January 2023 · 10 yrs 9 mos
Edward Jones
July 2007 - April 2012 · 4 yrs 9 mos
Edward JonesBroker
April 2007 - April 2012 · 5 yrs
State Registrations4 states
CONHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cathey Elaine Fisher - Financial Advisor | TrueAdvisor