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Scott Lee Allen

Fisher Investments

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About Scott Lee Allen

Scott Allen is an investment advisor representative with Fisher Investments. Scott has been a registered investment advisor representative for over 7 years. Scott is registered with the state of Texas. Scott has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.

Firm Information

Scott Allen 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 Allen’s Registration & Firm History

TX

05/03/2021 - Present

Fisher Investments (PLANO TX)

UT

04/08/2015 - 07/03/2017

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

UT

03/18/2014 - 12/24/2014

E*TRADE SECURITIES LLC (SANDY UT)

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Licenses & Designations

IA

Issued 05/03/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Lee Allen.
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