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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Roberts is a Registered Investment Advisor Representative, licensed in Texas and Washington. Brian currently works for Fisher Investments, where they have been employed since June 2017. They are experienced in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Brian has been in the industry since June 2016, and earned the Series 65 license on September 25, 2017. Brian is a graduate of Indiana University.
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
09/25/2017 - Present
Fisher Investments (PLANO TX)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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