Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Donohue is a financial advisor at Fisher Investments. Brian has been in the industry since 2023 and holds Series 63, Series 6TO, and SIE licenses. Brian is registered as an investment advisor representative in Oregon. Brian has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Brian specializes in portfolio management, financial planning, and portfolio assessment.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/12/2024 - Present
Fisher Investments (PLANO TX)
BC
Issued 04/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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