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David Gates

Fisher Investments

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About David Gates

David Gates is an investment advisor representative registered with Fisher Investments. David has been working in the financial services industry for over a year and has a strong background in financial planning and portfolio management. David is committed to providing his clients with personalized financial advice and helping them reach their financial goals. David holds Series 7, 63, and 65 licenses and has experience working with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

David Gates 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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David Gates’s Registration & Firm History

TX

09/09/2024 - Present

Fisher Investments (PLANO TX)

FL

09/19/2023 - 09/02/2024

CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)

FL

06/27/2022 - 08/14/2023

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 12/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Gates.
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