Unclaimed
Dean Stephen Markus is an investment advisor representative with Fisher Investments. Dean is registered with the state of Washington as an Investment Advisor Representative and with Oregon and Texas as an Investment Advisor Representative. Dean has been in the industry since 2014 and is licensed to offer a variety of services including portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Dean has worked for both Colonial First State and Barbur World Foods before joining Fisher Investments in 2019. Dean is an active Investment Advisor Representative with a strong track record of success in the industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
02/10/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 02/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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