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Brian William Bors

Fisher Investments

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About Brian William Bors

Brian Bors is a financial advisor with Fisher Investments, a firm that manages over $300 billion in assets. Brian has over 5 years of experience in the financial services industry. Prior to joining Fisher Investments, Brian worked at John Hancock and Merrill Lynch. Brian is a registered investment advisor representative in Texas and Washington. Brian holds the Series 7, 63, and 66 licenses and the SIE exam.

Firm Information

Brian Bors 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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Brian Bors’s Registration & Firm History

TX

05/27/2021 - Present

Fisher Investments (PLANO TX)

AZ

08/22/2019 - 05/05/2021

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (Tempe AZ)

CA

03/09/2017 - 07/01/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTINGTON BEACH CA)

AZ

06/14/2016 - 02/13/2017

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 03/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian William Bors.
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