John
Gavin Iii
Fisher Investments
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About this Advisor
John Gavin Iii is a financial advisor who works in Plano, Texas who has 1 year of industry experience. Gavin Iii is currently employed by Fisher Investments. Their career trajectory has included roles at Hartford Life Distributors, LLC, Hartford Investment Financial Services, LLC, Nuveen Investments, Fisher Investments and New York Life Investments. Gavin Iii holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Fisher Investments is an advisory business operating out of Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 employees. It administers $192 billion in assets across its 269,289 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% are held by high-net-worth clients who have greater than $1 million in investable assets. The company provides a number 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. A financial advisor's fees typically depend on which services the firm provides the client. However, 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
John Gavin Iii Work History
John has been registered as a financial advisor for 1 years.*
Fisher Investments
New York Life Investments
Nuveen Investments
Hartford Investment Financial Services, LLC
Hartford Life Distributors, LLC
*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 John Gavin Iii 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
Tampa, FL
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Westerville, OH
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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