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Zane Milton Levings

Fisher Investments

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About Zane Milton Levings

Zane Levings is an Investment Advisor Representative at Fisher Investments in Plano, Texas. Zane has been in the financial industry since 2017. Zane is registered with the state of Texas as an Investment Advisor Representative and holds the Series 63, 65, and SIE licenses. Zane's previous employment includes Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA in Plano, Texas, as well as various roles in the Dallas and Cottage Grove, Oregon areas. Zane is a highly experienced and qualified financial advisor who is committed to providing his clients with the best possible investment advice and guidance.

Firm Information

Zane Levings 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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Zane Levings’s Registration & Firm History

TX

03/19/2024 - Present

Fisher Investments (PLANO TX)

TX

07/07/2023 - 03/19/2024

WELLS FARGO CLEARING SERVICES, LLC (PLANO TX)

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Licenses & Designations

IA

Issued 08/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zane Milton Levings.
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