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Karri Odom Fisher

PNC Investments

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About Karri Odom Fisher

Karri Odom Fisher is a financial professional with over 20 years of experience in the industry. Karri currently works at PNC Investments in LAKE JACKSON, TX. Prior to joining PNC Investments, Karri worked at several other firms in the same city, including BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC and GUARANTY BROKERAGE SERVICES, INC. Karri has a wide range of experience and is licensed to offer financial products and services in several states across the country. Karri's experience and qualifications make a valuable resource for individuals and families seeking financial advice.

Firm Information

Karri Fisher is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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Karri Fisher’s Registration & Firm History

TX

08/23/2021 - Present

PNC Investments (LAKE JACKSON TX)

TX

05/16/2013 - 08/23/2021

BBVA SECURITIES INC. (LAKE JACKSON TX)

TX

02/18/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (LAKE JACKSON TX)

TX

06/29/2007 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (LAKE JACKSON TX)

TX

10/30/2002 - 03/19/2007

GUARANTY BROKERAGE SERVICES, INC. (LAKE JACKSON TX)

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Licenses & Designations

BC

Issued 12/20/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karri Odom Fisher.
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