Kasem
Abdullah
Fisher Investments
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About this Advisor
Kasem Abdullah is a financial advisor operating out of Plano, Texas with 2 years of relevant experience. Abdullah currently works for Fisher Investments. Over the course of their career, they have held roles at Edward Jones, Randstad Usa, Auburn University Of Montgomery, Law Offices Of Holloway & Moxley, Llp and Fisher Investments. Abdullah maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Fisher Investments is a financial advisory firm operating out of Plano, TX. The firm has offices in 14 locations and a total of 3,349 financial advisors. It manages $192 billion in total assets across its 269,289 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 37 charitable organizations. Of its 269,289 accounts, 46% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a diverse 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 for financial advisory services depend on the financial services provided. Fee types charged by Fisher Investments likely are comprised of 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
Kasem Abdullah Work History
Kasem has been registered as a financial advisor for 2 years.*
Fisher Investments
Edward Jones
Randstad Usa
Auburn University Of Montgomery
Law Offices Of Holloway & Moxley, Llp
*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 Kasem Abdullah 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
Westerville, OH
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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