Corey
Holland

Fisher Investments

CRD#5714765
Investment Advisor
in Plano, TX

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About this Advisor

Corey Holland is a financial advisor based out of Plano, Texas with 4 years of relevant experience. Holland is an employee of Fisher Investments. The advisor has gained experience at Edward Jones, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Fisher Investments. Holland maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona. Fisher Investments is a firm headquartered in Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It administers $192 billion in assets among its 269,289 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 37 charities and foundations. Of its 269,289 client accounts, 46% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Fisher Investments has a wide assortment 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. A financial advisor's fees typically are based on which service is offered. However, fee types charged by Fisher Investments likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6500 International Pkwy Ste 2050
Plano, TX 75093-8222

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

TX Average: $3,042,739,679
Total Number of Employees

3,349

TX Average: 49
Total Number of Accounts

269,289

TX Average: 2,315
Average Account Size

$714,467

TX Average: $1,314,358

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

Corey Holland Work History

Corey has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Fisher Investments

2018 - 2018 (< 1 year)

Wells Fargo Clearing Services, LLC

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2009 - 2018 (9 years)

Edward Jones

*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 Corey Holland 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

Michael Perry
Plano, TX
Anthony Damico
Plano, TX
Kevin Madigan
Plano, TX
Frank Fontanella
Marietta, GA
Durrell Bess
Plano, TX
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Michael Salcedo
Watertown, CT

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.

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