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Edward Lance Vetter

Fisher Investments

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About Edward Lance Vetter

Edward Lance Vetter is an Investment Advisor Representative with Fisher Investments, a firm with a strong reputation in the industry. Edward has been in the financial services industry since 1990 and has a wide range of experience, including working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Edward is licensed in Florida and Texas. Edward has passed the Series 7, Series 6, and Series 63 exams. Edward specializes in providing investment advice and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Edward Vetter 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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Edward Vetter’s Registration & Firm History

TX

09/05/2023 - Present

Fisher Investments (PLANO TX)

MA

02/02/2001 - 04/11/2001

MOORS & CABOT, INC. (BOSTON MA)

KS

01/04/2000 - 10/31/2000

IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)

CA

12/18/1998 - 12/06/1999

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

07/18/1996 - 07/16/1998

GT GLOBAL, INC. (SAN FRANCISCO CA)

NY

04/20/1994 - 05/03/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MA

03/07/1990 - 02/11/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/07/1990 - 02/11/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/07/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Lance Vetter.
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