Best Investors Account Sign in
Inactive

Jeffrey Fisher

Prota Financial

Houston, TX

Omaha, NE

Claim This Profile
Current Employers
Prota Financial

1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-05-31
TX RA APPROVED 2023-02-06
  • NE RA
    APPROVED
    Since 2024-05-31
  • TX RA
    APPROVED
    Since 2023-02-06

Branch Locations

1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States

Omaha, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prota Financial Houston TX 01/2023 Present
Pricewaterhousecoopers, Llp Houston TX 12/2020 01/2023
Job Search Houston TX 03/2020 12/2020
Waco Tours Waco TX 12/2019 03/2020
Baylor University Waco TX 05/2015 12/2019
  • 01/2023 → Present
    Prota Financial
    Houston, TX
  • 12/2020 → 01/2023
    Pricewaterhousecoopers, Llp
    Houston, TX
  • 03/2020 → 12/2020
    Job Search
    Houston, TX
  • 12/2019 → 03/2020
    Waco Tours
    Waco, TX
  • 05/2015 → 12/2019
    Baylor University
    Waco, TX
Other Businesses

Accounting / CPA work; Works 12 hours/week on average; Etaxnotes, LLC.; not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor