Julian
Burke
Fisher Investments
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About this Advisor
Julian Burke is a financial advisor who works out of San Mateo, California who has 2 years of relevant experience. Burke is an advisor for Fisher Investments. Their career trajectory has included roles at Fisher Investments, California Institute Of Integral Studies and Comcourse. Burke has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in California. Fisher Investments is a registered investment firm operating out of Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It manages $192 billion in total assets among its 269,289 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 37 charitable organizations. Of its 269,289 customer accounts, 46% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a wide range 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 management usually vary depending on which service is offered. Fee types charged 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$192,398,103,714
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,349
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
269,289
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$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
Julian Burke Work History
Julian has been registered as a financial advisor for 2 years.*
Fisher Investments
California Institute Of Integral Studies
Comcourse
*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 Julian Burke 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
Camas, WA
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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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