James Roy Fisher

Employer firm

Theus Wealth Advisors CRD 169994

239 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/1997 → Present
  The Cpa Advantage
  Whitehouse, OH
• 09/2015 → Present
  Theus Wealth Advisors
  Whitehouse, OH

Previous Registrations

• 2013-04-23 → 2015-10-01
  Signature Investments, Inc.
  Whitehouse, OH
  Dayton, OH

Other Businesses

JAMES R FISHER, 6841 PROVIDENCE ST PO BOX 2673 WHITEHOUSE,OH 43571, NON INVESTMENT RELATED, COMMERCIAL AND RESIDENTIAL RENTAL PROPERTY OWNER, 10/2000-ONGOING, 3 HRS/MONTH; 0 HRS MNTH/ DURING TRADING HOURS. THE CPA ADVANTAGE LLC , 6841 PROVIDENCE ST, WHITEHOUSE, OH 43571, NON INVESTMENT RELATED, CPA/OWNER, 11/1997- ONGOING, 87 HRS/MONTH, 65 HRS/MNTH DURING TRADING HOURS. JAMES R FISHER, 11104 WATERVILLE ST, WHITEHOUSE, OH 43571, NON INVESTMENT RELATED, FARM LAND RENT, 1993 TO PRESENT, 1 HR/MNTH, 0 HRS/MNTH DURING TRADING HOURS. JAMES R FISHER, FISHER WEALTH CREATIONS, LLC 6841 PROVIDENCE ST.,WHITEHOUSE, OH 43571, INVESTMENT RELATED, FIXED LIFE & ANNUNITY SALES, 12HRS/MNTH, 10 HRS/MNTH DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-22
• S63 Uniform Securities Agent State Law Examination
  2007-05-24

Designations

• Personal Financial Specialist