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Chloe Wingate

Fisher Investments

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About Chloe Wingate

Chloe Wingate is a financial advisor at Fisher Investments. Chloe has been in the financial services industry since January 2019 and is registered with the state of Nevada as an investment advisor representative. Chloe is also registered with the state of Texas as a resident investment advisor representative. Chloe is a Certified Financial Planner and holds the Series 7 and 66 licenses. Chloe specializes in working with high-net-worth individuals, families, trusts, and charitable organizations.

Firm Information

Chloe Wingate 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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Chloe Wingate’s Registration & Firm History

WA

01/24/2025 - Present

Fisher Investments (Camas WA)

TN

02/13/2019 - 04/09/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

OR

07/26/2018 - 12/27/2018

ALLSTATE FINANCIAL SERVICES, LLC (Tigard OR)

OR

08/23/2017 - 01/26/2018

HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)

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Licenses & Designations

BOTH

Issued 02/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Chloe Wingate. Review regulatory record here.
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