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Robert Lawrence Collier

Fisher Investments

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About Robert Lawrence Collier

Robert Collier is an investment advisor representative with Fisher Investments, a firm that has been in business for over 40 years. Robert has been with Fisher Investments since December of 2001. Before joining Fisher Investments, Robert held positions at Salomon Smith Barney Inc., Prudential Securities Incorporated, and PaineWebber Incorporated. Robert's experience in the financial industry spans over 25 years. Robert is registered with the state of California and Texas.

Firm Information

Robert Collier 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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Robert Collier’s Registration & Firm History

CA

02/07/2022 - Present

Fisher Investments (LAUNA NIGUEL CA)

NY

01/04/2001 - 12/06/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

01/28/1997 - 01/04/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

09/06/1994 - 02/24/1997

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 10/06/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 03/03/2000

Series 3 - National Commodity Futures Examination

BC

Issued 09/02/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Lawrence Collier.
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