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Cory Ross Mosburg

Fisher Investments

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About Cory Ross Mosburg

Cory Mosburg is an investment advisor representative with Fisher Investments. Cory has been in the industry for over 4 years. Cory currently holds licenses for the Series 66 and Series 7 exams and is registered to conduct business in Texas and Washington. Prior to working at Fisher Investments, Cory worked at Wells Fargo Clearing Services, LLC. Cory has experience in various industries and has held previous positions at Rick Mosburg Plumbing, Marine Street Financial, San Diego Padres, Mammoth Mountain Resort, MRC, Smart Technology Solutions, and University of Oregon. Cory is able to provide financial planning services, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

Firm Information

Cory Mosburg 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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Cory Mosburg’s Registration & Firm History

TX

04/26/2021 - Present

Fisher Investments (PLANO TX)

CA

06/14/2019 - 11/10/2020

WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)

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Licenses & Designations

BOTH

Issued 07/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cory Ross Mosburg.
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