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Derek Wayne Atkinson

Fisher Investments

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About Derek Wayne Atkinson

Derek Wayne Atkinson is a registered investment advisor representative with Fisher Investments. Derek has been with Fisher Investments since July 2015. Derek is a Series 65 licensed investment advisor representative and has a strong educational background, having graduated from the University of San Francisco. Derek is currently registered with the state of Texas and Washington. Fisher Investments is a firm with over 2400 investment advisor representatives and $298 billion in assets under management. The firm manages portfolios for a variety of clients, including individuals, families, corporations, and charitable organizations. Derek’s primary focus is to provide clients with personalized investment advice and portfolio management services.

Firm Information

Derek Atkinson 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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Derek Atkinson’s Registration & Firm History

TX

01/28/2016 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

IA

Issued 01/28/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Wayne Atkinson.
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