Unclaimed
Russell Becker is a financial advisor with Fisher Investments. Russell has been a registered investment advisor for over 10 years. He is licensed in Florida and Texas. Russell has experience working with high net worth individuals, corporations, and other investment advisors. He is also qualified to work with charitable organizations, insurance companies, and pooled investment vehicles. Russell can help you with financial planning, portfolio management, and portfolio assessment.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/27/2023 - Present
Fisher Investments (PLANO TX)
NC
09/20/2013 - 07/08/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
VA
10/26/2012 - 09/27/2013
LPL FINANCIAL LLC (MANASSAS VA)
VA
05/21/2012 - 09/26/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (ARLINGTON VA)
IA
Issued 05/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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