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Santiago Philippe Workman

Fisher Investments

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About Santiago Philippe Workman

Santiago Philippe Workman is a financial advisor at Fisher Investments. Santiago has been in the industry since 2011. Santiago is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, Series 7, Series 63, and SIE licenses. Santiago provides portfolio management for businesses and individuals as well as financial planning services. Santiago specializes in portfolio assessment.

Firm Information

Santiago Workman 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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Santiago Workman’s Registration & Firm History

TX

09/12/2024 - Present

Fisher Investments (PLANO TX)

AZ

08/22/2011 - 03/03/2015

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 04/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2023

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Santiago Philippe Workman.
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