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Chad Taylor Allen

Fisher Investments

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About Chad Taylor Allen

Chad Allen is a financial advisor with Fisher Investments. Chad has been in the industry since 2003 and is registered with the state of California and Texas. Chad is licensed to provide investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, insurance companies, investment companies, pooled investment vehicles, and other investment advisors. Chad has been with Fisher Investments since 2003.

Firm Information

Chad Allen 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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Chad Allen’s Registration & Firm History

CA

07/14/2023 - Present

Fisher Investments (SAN MATEO CA)

NJ

05/14/2003 - 09/10/2003

E*TRADE SECURITIES LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 11/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Taylor Allen.
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