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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Scott Smith is an Investment Advisor Representative associated with Fisher Investments. Eric is registered with the state of Florida and Texas and has been in the industry since August 2013. Eric has passed the Series 65 exam. Eric is a member of Fisher Investments, which is a firm with over $298 billion in regulatory assets under management and is headquartered in Plano, Texas. The firm provides financial planning, portfolio management for individuals, businesses, and investment companies. Fisher Investments has more than 2,400 Investment Advisor Representatives.
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
07/18/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/08/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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