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Daniel Lee Speer

Fisher Investments

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About Daniel Lee Speer

Daniel Speer is a financial advisor with Fisher Investments. Daniel has been in the financial services industry since 1998. Daniel has a strong background in providing financial advice and portfolio management for individuals, families, and institutions. Daniel is committed to helping clients achieve their financial goals.

Firm Information

Daniel Speer 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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Daniel Speer’s Registration & Firm History

TX

02/07/2022 - Present

Fisher Investments (PLANO TX)

KY

11/30/2000 - 08/01/2006

AXA ADVISORS, LLC (LOUISVILLE KY)

IA

06/14/2000 - 11/09/2000

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

NY

12/14/1998 - 05/10/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/08/1998 - 11/04/1998

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/06/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2002

Series 24 - General Securities Principal Examination

BC

Issued 12/08/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Lee Speer.
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