linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Vanhorn

Fisher Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Vanhorn

Steven Vanhorn is a financial advisor with Fisher Investments, a firm with over $298.7 billion in assets under management. Steven is registered with the state of Texas. Steven has been in the financial industry since 2023, starting their career at Fidelity Brokerage Services LLC. Steven is a licensed Series 7TO and SIE representative. Their areas of specialization include portfolio management for individuals, businesses, and investment companies. Steven is committed to providing financial advice and guidance to clients, helping them achieve their financial goals.

Firm Information

Steven Vanhorn 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Vanhorn’s Registration & Firm History

TX

10/24/2024 - Present

Fisher Investments (PLANO TX)

TX

02/03/2023 - 08/14/2023

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

Not sure if Steven Vanhorn is right for you?

Licenses & Designations

BOTH

Issued 03/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Steven Vanhorn.
Not sure if Steven Vanhorn is right for you?