Flora
Tso
Fisher Investments
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About this Advisor
Flora Tso is a financial advisor operating in San Mateo, California who has 16 years of industry experience. Tso is currently employed by Fisher Investments. They have been an employee of Fisher Investments for all of their career. Tso has Series 63 and Series 66 licenses, designating them as a securities representative, and can work in California. Fisher Investments is a registered investment firm based out of Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It manages $192 billion in assets under management between its 269,289 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 37 charitable organizations. Of its 269,289 accounts, 46% belong to high-net-worth investors who have greater than $1 million in assets. Fisher Investments provides a wide range 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 charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Fisher Investments may include 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
Flora Tso Work History
Flora has been registered as a financial advisor for 16 years.*
Fisher Investments
*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 Flora Tso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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