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Wesley Dean Fish

Fisher Investments

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About Wesley Dean Fish

Wesley Dean Fish is a financial advisor with Fisher Investments. Wesley has been in the financial industry for over 10 years and has a strong background in investment management and financial planning. Wesley is a Certified Financial Planner (CFP) and holds the Series 31, Series 7, and Series 66 licenses. Wesley has experience working with a variety of clients, including individuals, families, corporations, and trusts. Wesley provides portfolio management and financial planning services.

Firm Information

Wesley Fish 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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Wesley Fish’s Registration & Firm History

FL

09/15/2023 - Present

Fisher Investments (GREEN COVE SPRINGS FL)

FL

01/26/2012 - 04/18/2013

TD AMERITRADE, INC. (PONTE VEDRA BEACH FL)

FL

05/03/2011 - 11/07/2011

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

09/10/2008 - 03/15/2011

WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 09/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 09/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Dean Fish.
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