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Spencer James Comeau

Fisher Investments

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About Spencer James Comeau

Spencer James Comeau is a registered investment advisor representative with Fisher Investments. Spencer is registered in Texas and Washington. Spencer has a Series 7, Series 65 and Series 66 license and has over 10 years of experience in the financial industry. Spencer has been a registered representative for Fisher Investments since 2022. Before joining Fisher Investments, Spencer worked at Hornor, Townsend & Kent, Inc., from 2012 to 2013. Spencer specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Spencer also provides financial planning services.

Firm Information

Spencer Comeau 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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Spencer Comeau’s Registration & Firm History

TX

04/11/2022 - Present

Fisher Investments (PLANO TX)

OR

09/07/2012 - 02/26/2013

HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)

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Licenses & Designations

IA

Issued 04/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer James Comeau.
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