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Kevin Edward Bergeron

Fisher Investments

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About Kevin Edward Bergeron

Kevin Edward Bergeron is a financial advisor at Fisher Investments with over 7 years of experience in the financial services industry. Kevin is registered with FINRA and has Series 66, Series 7, and SIE licenses. Kevin has a broad scope of registrations, encompassing all 50 states and numerous territories. Kevin specializes in providing portfolio management services to individuals, families, businesses, and investment companies. Kevin is also qualified to offer financial planning services. Kevin's experience at Morgan Stanley, US Health Group, Spark Wireless and The Brass Tap demonstrate a diverse and successful career path in the financial industry.

Firm Information

Kevin Bergeron 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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Kevin Bergeron’s Registration & Firm History

FL

10/23/2024 - Present

Fisher Investments (Tampa FL)

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Licenses & Designations

BOTH

Issued 08/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kevin Edward Bergeron.
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