Cole
Merrick
Fisher Investments
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About this Advisor
Cole Merrick is a financial advisor who works out of Plano, Texas with a total of 1 year of industry experience. Merrick is an employee of Fisher Investments. During their career, the advisor has held roles at Fisher Investments, Ucsb, Bank Of The West, 24 Hour Fitness and School. Merrick holds a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Texas and Washington. Fisher Investments is an advisory business that has its headquarters in Plano, TX. The company has offices in 14 locations and a total of 3,349 employees. It oversees $192 billion in assets under management between its 269,289 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 37 charitable organizations. Of its 269,289 customer accounts, 46% belong to high-net-worth investors who have more than $1 million in assets available to invest. Fisher Investments performs 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. Fees charged by financial advisors largely are based on which service is offered. Fee types billed by Fisher Investments likely consist of some blend 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
Cole Merrick Work History
Cole has been registered as a financial advisor for 1 years.*
Fisher Investments
Ucsb
Bank Of The West
Ucsb
Bank Of The West
24 Hour Fitness
School
*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 Cole Merrick 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
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Westerville, OH
Marietta, GA
Tampa, FL
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.
