Brant
Brubaker

Fisher Investments

CRD#2712399
Investment Advisor
in Lufkin, TX

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About this Advisor

Brant Brubaker is a financial advisor operating out of Lufkin, Texas with a total of 2 years of industry experience. Brubaker currently works for Fisher Investments. Over the course of their career, they have held roles at Fisher Investments and Blum Financial, Lp (Dba Strategic Wealth Planning). Brubaker has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Fisher Investments is a company headquartered in Plano, TX. The firm has offices in 14 locations and a total of 3,349 advisors. It has $192 billion in assets under management among its 269,289 client accounts, placing it among the biggest firms in the nation 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 more than $1 million in investable assets. Fisher Investments has a diverse assortment 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. Financial advisory fee schedules are based on which services the firm provides the client. However, fees billed by Fisher Investments most likely are comprised of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6500 International Parkway Ste 2050
Lufkin, TX 75903

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

TX Average: $3,042,739,679
Total Number of Employees

3,349

TX Average: 49
Total Number of Accounts

269,289

TX Average: 2,315
Average Account Size

$714,467

TX Average: $1,314,358

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

Brant Brubaker Work History

Brant has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fisher Investments

2013 - 2021 (8 years)

Blum Financial, Lp (Dba Strategic Wealth Planning)

*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 Brant Brubaker 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

Marcel Dumont
Tampa, FL
Justin Peacock
Plano, TX
Patrick Mccormick
Westerville, OH
Frank Fontanella
Marietta, GA
Brandon Ferree
Camas, WA
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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