Stephen
Shipman
Fisher Investments
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About this Advisor
Stephen Shipman is a financial advisor based in Tampa, Florida, working with Fisher Investments. Stephen has previously held positions at Fisher Investments, Fsu Campus Recreation, and 7-Eleven, Inc. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Stephen is part of Fisher Investments, which operates out of Tampa, Florida. 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
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$235,943,355,465
3,525
148,462
$1,589,251
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
Stephen Shipman Work History
Fisher Investments
7-Eleven, Inc
Fsu Campus Recreation
Fsu Campus Recreation
Fsu Campus Recreation
Fsu Campus Recreation
Disclosures
Please visit the SEC profile of Stephen Shipman 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
San Mateo, CA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
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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