Flora
Tso

Fisher Investments

CRD#3223792
Investment Advisor
in San Mateo, CA

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About this Advisor

Flora Tso is a financial advisor based in San Mateo, California, working with Fisher Investments. Flora has previously held a position at Fisher Investments. Flora has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Flora is part of Fisher Investments, which operates out of San Mateo, California. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Fisher Investments includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

1450 Fashion Island Blvd
San Mateo, CA 94404-2063

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Fisher Investments Brokerage Details

Total Assets Under Management

$235,943,355,465

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

3,525

CA Average: 49
Total Number of Accounts

148,462

CA Average: 2,315
Average Account Size

$1,589,251

CA 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

Flora Tso Work History

2007 - Present (17 years)

Fisher Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Flora Tso 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

Weston Cooper
San Mateo, CA
Michael Mcclelland
Plano, TX
Zachory Prekel
Plano, TX
Nicholas Arntz
Plano, TX
Eric Schmauch
Plano, TX
Hyun Paik
Plano, TX
Ry Cardeilhac
Tampa, FL
Michael Valentino
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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