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Luis Casian

Fisher Investments

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About Luis Casian

Luis Casian is an investment advisor representative who has been in the industry since 2004. Luis is currently registered with Fisher Investments and has been with the firm since September of 2012. Luis specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Luis has a Series 7 and Series 66 license. Previously, Luis was registered with Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., and Ameriprise Financial Services, Inc.

Firm Information

Luis Casian 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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Luis Casian’s Registration & Firm History

CA

10/04/2023 - Present

Fisher Investments (SAN MATEO CA)

AZ

07/30/2008 - 09/24/2012

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

AZ

07/10/2007 - 06/27/2008

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

06/15/2004 - 05/17/2007

AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)

MN

06/15/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luis Casian.
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