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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conner? Claim Your ProfileConner Blake Scott is an Investment Advisor Representative at Fisher Investments. Conner is a registered Investment Advisor in the state of Texas. Before joining Fisher Investments, Conner worked at Fidelity Brokerage Services LLC. Conner has been in the industry since July 2020. Conner holds the Series 63, Series 65 and Series 7TO licenses.
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
09/27/2022 - Present
Fisher Investments (Plano TX)
TX
07/01/2020 - 08/03/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 09/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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