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Aaron Scott Anderson

Fisher Investments

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About Aaron Scott Anderson

Aaron Anderson is a financial advisor who has been in the industry since 1998. Aaron holds Series 7, 63, and 66 licenses and has been registered with the state of California since 2005 and the state of Texas since 2021. Aaron is currently employed by Fisher Investments, a firm that specializes in providing investment advice and portfolio management services to individuals, families, trusts, institutions, and other entities. Aaron has a strong background in the financial services industry and is committed to providing clients with personalized investment advice and guidance.

Firm Information

Aaron Anderson is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Aaron Anderson’s Registration & Firm History

CA

12/06/2021 - Present

Fisher Investments (WOODSIDE CA)

NY

01/13/2001 - 01/27/2005

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

02/03/1998 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 12/16/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Scott Anderson.
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