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David Joseph Tari

Fisher Investments

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About David Joseph Tari

David Joseph Tari is a financial advisor with over 10 years of experience in the industry. Currently, David is registered with Fisher Investments, a firm that provides investment advisory services to individuals, businesses, institutions, and other financial professionals. Before joining Fisher Investments, David worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. David has passed the Series 66, Series 31, Series 7 and SIE exams, as well as holding registrations in Florida, Texas, and Washington.

Firm Information

David Tari 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 Tari’s Registration & Firm History

TX

08/16/2024 - Present

Fisher Investments (PLANO TX)

OR

06/23/2016 - 03/30/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)

FL

07/18/2014 - 06/23/2016

MORGAN STANLEY (SARASOTA FL)

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Licenses & Designations

BOTH

Issued 08/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2014

Series 31 - Futures Managed Funds Examination

BC

Issued 07/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Joseph Tari.
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