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John David Egbert

Fisher Investments

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About John David Egbert

John David Egbert is a registered Investment Advisor Representative with Fisher Investments. John David Egbert is licensed to provide investment advice in Washington. Prior to joining Fisher Investments, John David Egbert was employed at CU INVESTMENT SOLUTIONS, INC. and WESCORP INVESTMENT SERVICES, LLC. John David Egbert has passed the Series 7 and Series 66 exams. John David Egbert's specializations include providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

John Egbert 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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John Egbert’s Registration & Firm History

WA

07/31/2008 - Present

Fisher Investments (CAMAS WA)

KS

11/28/2005 - 06/26/2008

CU INVESTMENT SOLUTIONS, INC. (LENEXA KS)

CA

08/26/2004 - 09/29/2005

WESCORP INVESTMENT SERVICES, LLC (SAN DIMAS CA)

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Licenses & Designations

BOTH

Issued 01/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John David Egbert.
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