Unclaimed
Colin Andrew Smith is an investment advisor representative for Fisher Retirement Solutions LLC. Colin has been in the industry since 2002 and holds a Series 65 license. Colin has been associated with Fisher Retirement Solutions LLC since July 2024 and has experience working with pension and profit-sharing plans as well as state or municipal government entities. The firm also provides portfolio management for businesses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
07/05/2024 - Present
Fisher Retirement Solutions LLC (CAMAS WA)
IA
Issued 07/08/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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