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Raymond Chen

Fisher Investments

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About Raymond Chen

Raymond Chen is a financial advisor with over five years of experience. Raymond is a Chartered Financial Analyst and currently works for Fisher Investments. Raymond has a Series 65 license and is registered to provide investment advice in California, Florida, and Texas. Raymond has been with Fisher Investments since 2018. In addition to his role at Fisher Investments, Raymond has also worked for various other organizations, including the University of Florida, Aeon Life Insurance, and Starting Right Now. Raymond provides financial planning and portfolio management services to individuals, businesses, and investment companies. Raymond specializes in providing investment advice to high net worth individuals, corporations, and investment companies. Raymond is passionate about helping individuals achieve their financial goals.

Firm Information

Raymond Chen 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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Raymond Chen’s Registration & Firm History

TX

09/19/2023 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

IA

Issued 10/30/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Chen.
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