Larry Todd Fisher

Employer firm

J. Benjamin Financial, LLC CRD 283990

$38.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → Present
  L. Todd Fisher, Cpa Pc
  Humble, TX
• 12/2011 → 09/2017
  Lpl Financial Llc
  Humble, TX
• 02/2016 → 09/2017
  Symphony Financial, Ltd. Co.
  Houston, TX
• 10/2017 → 03/2021
  H. Beck, Inc.
  Bethesda, MD
• 04/2021 → 06/2022
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 06/2022
  Grove Point Investments, Llc
  Rockville, MD
• 07/2020 → Present
  Edge Accountants And Advisors Lc
  Charleston, SC
• 06/2022 → Present
  J. Benjamin Financial, Llc
  Mount Pleasant, SC

Previous Registrations

• 2022-06-03 → 2024-12-31
  J. Benjamin Financial, Llc
  North Charleston, SC
  Mount Pleasant, SC
• 2021-04-01 → 2022-06-03
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  North Carleston, SC
• 2017-10-12 → 2021-04-01
  Grove Point Investments, Llc
  N Charleston, SC
  Houston, TX
• 2016-09-13 → 2017-09-19
  Symphony Financial, Ltd. Co.
  Kingwood, TX
  Houston, TX
• 2015-06-01 → 2016-09-08
  Lpl Financial Llc
  Humble, TX
  Houston, TX
  Kingwood, TX

Other Businesses

L. TODD FISHER 402 STEPHANIE DR GOOSE CREEK, SC 29445 POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 402 Stephanie Dr, Goose Creek SC 29445, United States DESCRIPTION: Collecting rents, making mortgage payments, and interacting with the property manager. EDGE ACCOUNTANTS AND ADVISORS LC POSITION: Member NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2020 ADDRESS: 8421 Dorchester Rd Ste 109-204, N Charleston SC 29420, United States DESCRIPTION: Installation, configuration, conversion, and report design services for client accounting systems.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-27
• S63 Uniform Securities Agent State Law Examination
  2010-09-21

Other Names

• Todd Fisher