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Lyssa Marie Richards

Fisher Investments

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About Lyssa Marie Richards

Lyssa Richards is an investment advisor representative at Fisher Investments. Lyssa Richards has been with the firm since February 2018. Previously, Lyssa Richards was employed at Thomas Howard Murphy OD INC. in Sacramento, CA. Lyssa Richards is registered to provide investment advice in Washington. Lyssa Richards holds the Series 65, Series 7 and SIE licenses. Lyssa Richards is licensed to provide investment advice to a variety of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, investment companies, insurance companies, pooled investment vehicles, and pension and profit-sharing plans.

Firm Information

Lyssa Richards 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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Lyssa Richards’s Registration & Firm History

TX

11/01/2018 - Present

Fisher Investments (PLANO TX)

MA

12/02/2014 - 02/12/2015

BHA SELECT NETWORK, LLC (SOUTHBOROUGH MA)

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Licenses & Designations

IA

Issued 03/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lyssa Marie Richards.
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