linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Fleet Cooper Ratliff

Fisher Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Fleet? Claim Your Profile

About Fleet Cooper Ratliff

Fleet Cooper Ratliff is an investment advisor representative with Fisher Investments. Fleet has been in the industry since October 2009, and is registered to provide investment advice in Washington. Fleet has a Series 66, Series 7, and SIE license. Prior to joining Fisher Investments, Fleet worked at Edward Jones. Fleet specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Fleet also manages rental properties.

Firm Information

Fleet Ratliff 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Fleet Ratliff’s Registration & Firm History

TX

02/17/2015 - Present

Fisher Investments (PLANO TX)

WA

10/26/2009 - 01/08/2015

EDWARD JONES (LACEY WA)

Not sure if Fleet Cooper Ratliff is right for you?

Licenses & Designations

BOTH

Issued 11/06/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Fleet Cooper Ratliff. Review regulatory record here.
Not sure if Fleet Cooper Ratliff is right for you?