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Laurine Marie Garrity

Fisher Investments

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About Laurine Marie Garrity

Laurine Garrity is an investment advisor representative at Fisher Investments. Laurine has over 20 years of experience in the financial services industry. Laurine has a Series 7, Series 6, Series 24 and Series 65 license and is registered to provide investment advisory services in California and Texas. Laurine has previously worked at OptionsXpress, Inc., Charles Schwab & Co., Inc., TD Ameritrade, Inc., Ameritrade, Inc., Dreyfus Service Corporation, Founders Asset Management LLC and Founders Asset Management, Inc.

Firm Information

Laurine Garrity 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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Laurine Garrity’s Registration & Firm History

CA

07/15/2023 - Present

Fisher Investments (SAN MATEO CA)

IL

04/09/2012 - 09/26/2012

OPTIONSXPRESS, INC. (CHICAGO IL)

CA

02/17/2011 - 09/24/2012

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

NE

04/22/2006 - 01/14/2011

TD AMERITRADE, INC. (OMAHA NE)

NE

02/22/2005 - 04/22/2006

AMERITRADE, INC. (OMAHA NE)

NY

06/26/2003 - 01/14/2005

DREYFUS SERVICE CORPORATION (NEW YORK NY)

CO

04/01/1998 - 01/03/2002

FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)

CO

12/02/1996 - 04/01/1998

FOUNDERS ASSET MANAGEMENT, INC. (DENVER CO)

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Licenses & Designations

IA

Issued 05/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2003

Series 24 - General Securities Principal Examination

BC

Issued 08/13/2003

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurine Marie Garrity.
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