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 organized as a corporation and has been SEC-registered since 1976. Ownership is listed as individual-owned rather than corporate or institutional, and the firm is classified in the data as “Unclassified.” The record flags several negative/absent attributes: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Core items typically used to describe an RIA — client base, fee structure, business activities and advisory services — are not provided in the available data. The combination of a long SEC registration year with sparse public detail and individual ownership suggests a small, possibly single-practitioner enterprise or an entity with limited reporting activity. The dataset contains multiple blank fields, so the profile here should be treated as partial and likely incomplete.

Assets & Accounts

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

    Financial AdvisorCRD 7253487

  • Lewis Fisher

    PresidentCRD 208675

  • Stephen Fisher

    Vice PresidentCRD 830869

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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