Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Patrick Brand

Fisher Investments

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

About Timothy Patrick Brand

Timothy Patrick Brand is a registered Investment Advisor Representative with Fisher Investments. Timothy has been in the industry since 1995. Timothy is registered with the state of Florida and Texas. Timothy is also a registered Principal with Fisher Investments. Timothy has a Series 6, 7, 24, 63 and 65 licenses.

Firm Information

Timothy Brand 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

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.

Timothy Brand’s Registration & Firm History

FL

07/26/2023 - Present

Fisher Investments (Tampa FL)

FL

09/04/2014 - 07/03/2019

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

09/03/1999 - 09/16/2013

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

11/10/2009 - 08/07/2012

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

FL

04/21/1999 - 07/14/1999

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)

TX

04/21/1999 - 07/14/1999

VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)

CA

11/20/1995 - 04/19/1999

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

Not sure if Timothy Patrick Brand is right for you?

Licenses & Designations

IA

Issued 01/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/17/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Patrick Brand.
Not sure if Timothy Patrick Brand is right for you?