Brian Bishop, CFP®, CPA
Hudson, Ohio, 44236
Member Since 2009
At Bishop Financial Advisors, our mission is to help our clients reach their financial goals and dreams. Yet we understand that each client\'s situation is unique. Whether you\'d like to plan for your children\'s college education, build a business or save for retirement, we are able to develop a strategy to get you there. Our commitment lies in providing impeccable, unbiased advice and service to deliver a broad range of investment resources and planning strategies to our clients. Building you a sound financial future is our number one priority and, as an independent firm, we place your interests and concerns first.
My Location
Background Information
Years of Financial Experience
- 11
Education
- St. Vincent College (BA, Accounting)
Certifications and Designations
- CFP®
- CPA
- PFS
- CWS
Association Memberships
- AICPA
- FPA
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee, Commissions (Investment), Commissions (Insurance)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Pershing
Types of Financial Reports
- Performance Report (Semi-Annually)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually and upon request
- I review my clients' investment portfolios with them semi-annually and upon request
Registration & Licensing
- CRD/IARD Number: 3173651
- Securities Registrations: Series 65, Series 63, Series 7, Series 6, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Broker/Dealer: First Allied Securities, Inc.
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Firm Disclosures
- Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer - Member FINRA/SIPC Advisory Services offered through First Allied Advisory Services, Inc.
Additional Disclosure(s)
- View StatementSecurities offered through First Allied Securities, Inc. A Registered Broker/Dealer - Member FINRA/SIPC Advisory Services offered through First Allied Advisory Services, Inc.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Charitable, Tax, Current Review
Investment Services
- Strategy Development, Asset allocation, Re-Balancing, Active Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
Tax Advice & Services
- Tax Clients: Individuals & Families
- Tax Services: Tax Planning, Tax Advice, Tax Preparation
Visit Website - http://www.bishopfinancialadvisors.com
