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David Ko

Fisher Investments

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About David Ko

David Ko is an investment advisor representative with Fisher Investments. David has been in the industry since 2008. David is registered with the state of Texas. David has also held previous positions with J.P. Morgan Securities LLC, Chase Investment Services Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds the Series 7, Series 66 and Series 65 licenses. David specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as portfolio assessment.

Firm Information

David Ko 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 Ko’s Registration & Firm History

TX

12/08/2022 - Present

Fisher Investments (Plano TX)

NY

10/01/2012 - 07/19/2013

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

07/06/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

VA

11/04/2008 - 10/26/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICKSBURG VA)

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Licenses & Designations

IA

Issued 12/08/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Ko.
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