Chase
Richardson
Fisher Investments
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About this Advisor
Chase Richardson is a financial advisor operating in Plano, Texas. Richardson is an advisor for Fisher Investments. During their career, the advisor has held roles at Wells Fargo Clearing Services, LLC, Robert Half Staffing Agency, Armstrong Steel Buildings, Tucker Albin And Associates, The Grove, Medizin, Reef, Lifetime Fitness, Unlv Srwc, Russell Tobin, Wells Fargo Advisors, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Goldman Sachs, University Of Nevada Las Vegas and Fisher Investments. Richardson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Fisher Investments is a registered investment business headquartered in Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 employees. It oversees $192 billion in assets among its 269,289 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 37 charities and foundations. Of its 269,289 client accounts, 46% belong to high-net-worth investors who have at least $1 million in assets available to invest. Fisher Investments performs a wide 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 charged by financial advisors vary depending on the financial services offered. Fee types 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
Chase Richardson Work History
Chase has been registered as a financial advisor for 0 years.*
Fisher Investments
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Wells Fargo Clearing Services, LLC
Goldman Sachs
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Robert Half Staffing Agency
Russell Tobin
Wells Fargo Advisors
Armstrong Steel Buildings
Tucker Albin And Associates
The Grove
Medizin
Reef
Lifetime Fitness
Unlv Srwc
University Of Nevada Las Vegas
*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 Chase Richardson 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
Lufkin, TX
Plano, TX
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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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.