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Scott Eppelman

Fisher Investments

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About Scott Eppelman

Scott Eppelman is an investment advisor representative with Fisher Investments. Scott has been in the industry for over 20 years and has been registered with the state of Texas since 2021. Prior to joining Fisher Investments, Scott was with Edward Jones. Scott is licensed to offer investment advisory services. He has experience working with individuals, high-net-worth individuals, corporations, and institutions. Scott specializes in portfolio management, financial planning, and portfolio assessment. Scott is committed to providing his clients with the highest level of service and expertise.

Firm Information

Scott Eppelman 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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Scott Eppelman’s Registration & Firm History

TX

11/20/2023 - Present

Fisher Investments (PLANO TX)

TX

08/21/2021 - 10/03/2023

EDWARD JONES (COPPELL TX)

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Licenses & Designations

BOTH

Issued 09/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Eppelman.
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