Kevin
Pham

Fisher Investments

CRD#5860731
Investment Advisor
in Plano, TX

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About this Advisor

Kevin Pham is a financial advisor based out of Plano, Texas, who has 3 years of relevant experience. Pham currently works for Fisher Investments. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Fisher Investments. Pham maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Washington. Fisher Investments is an advisory business that has its headquarters in Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 people on staff. It handles $192 billion in total assets across its 269,289 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 37 charities and foundations. Of its 269,289 customer accounts, 46% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Fisher Investments performs a diverse set of services, including 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 advisory services usually are based on the financial services provided. Fee types charged by Fisher Investments most likely include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

Kevin Pham Work History

Kevin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Fisher Investments

2013 - 2020 (7 years)

Bank Of America, N.A

2010 - 2020 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Kevin Pham 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

Brandon Ferree
Camas, WA
Peter Colon
Plano, TX
Melissa Sullivan
Plano, TX
Frank Fontanella
Marietta, GA
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Marcel Dumont
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.

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