Brian
Bors
Fisher Investments
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About this Advisor
Brian Bors is a financial advisor operating in Plano, Texas who has 2 years of industry experience. Bors is an advisor for Fisher Investments. During their career, Bors has held roles at Charles Schwab & Co., Inc, Safelite Auto Glass, Cafe Zupas, Noodles And Company, Groupon, Marriott, Verizon Wireless, Sweet Tomatoes, Freddy'S Steakburgers And Frozen Custard, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, John Hancock Investment Management Distributors LLC, John Hancock and Fisher Investments. Bors has Series 66 and Series 63 licenses, designating them as a securities agent, and is approved to work in Texas and Washington. Fisher Investments is an advisory firm that has its headquarters in Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 advisors. It handles $192 billion in assets among its 269,289 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 37 charities and foundations. Of its 269,289 client accounts, 46% are associated with high-net-worth investors who have greater than $1 million in investable assets. Fisher Investments provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial advice largely are based on which services are offered. However, fee types charged by Fisher Investments can be comprised of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Brian Bors Work History
Brian has been registered as a financial advisor for 2 years.*
Fisher Investments
Fisher Investments
John Hancock Investment Management Distributors LLC
John Hancock
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Charles Schwab & Co., Inc
Safelite Auto Glass
Cafe Zupas
Noodles And Company
Groupon
Marriott
Marriott
Verizon Wireless
Verizon Wireless
Sweet Tomatoes
Freddy'S Steakburgers And Frozen Custard
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Bors to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
Plano, TX
Plano, TX
Plano, TX
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
