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Callen Michael Robinson

Fisher Investments

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About Callen Michael Robinson

Callen Robinson is a financial advisor with Fisher Investments in Plano, TX. Callen has been in the industry since 2018 and has experience working at UBS Financial Services, Inc., Morgan Stanley, and Prospera Financial Services, Inc. Callen is registered with the state of Texas and holds the Series 66, Series 7TO and SIE exams. Callen specializes in working with high-net-worth individuals, corporations, and other businesses, charitable organizations, and pooled investment vehicles.

Firm Information

Callen Robinson 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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Callen Robinson’s Registration & Firm History

TX

05/25/2021 - Present

Fisher Investments (PLANO TX)

CO

11/04/2019 - 02/02/2021

UBS FINANCIAL SERVICES INC. (DENVER CO)

TX

06/19/2019 - 10/28/2019

MORGAN STANLEY (FT. WORTH TX)

TX

11/20/2018 - 06/13/2019

PROSPERA FINANCIAL SERVICES, INC. (Grapevine TX)

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Licenses & Designations

BOTH

Issued 01/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Callen Michael Robinson.
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