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Samantha Aileen Davis

Fisher Investments

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About Samantha Aileen Davis

Samantha Aileen Davis is a financial advisor at Fisher Investments. Samantha has been a registered representative for three years, and holds Series 7, SIE, 63 and 66 licenses. Samantha also holds the Certified Financial Planner designation. Samantha provides a range of services, including portfolio management, financial planning and portfolio assessment. Samantha specializes in providing advice to individuals, high-net-worth individuals, corporations, charitable organizations, trusts, investment companies and pooled investment vehicles.

Firm Information

Samantha Davis 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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Samantha Davis’s Registration & Firm History

TX

06/17/2022 - Present

Fisher Investments (PLANO TX)

AZ

08/03/2019 - 06/13/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 07/09/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Aileen Davis.
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