Conner
Scott
Fisher Investments
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About this Advisor
Conner Scott is a financial advisor working out of Plano, Texas who has 1 year of industry experience. Scott currently works for Fisher Investments. Over the course of their career, Scott has held roles at Fidelity Brokerage Services, LLC, Amarillo National Bank, Academy Sports And Outdoors, The People'S Federal Credit Union, United Supermarkets, Western Bank, Market Street United, Texas Tech University and Fisher Investments. Scott holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Texas. Fisher Investments is an advisory company headquartered in Plano, TX. It has offices in 14 locations and a total of 3,349 advisors. It handles $192 billion in assets among its 269,289 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 37 charities and foundations. Of its 269,289 accounts, 46% are held by high-net-worth investors who have more than $1 million in assets. Fisher Investments has 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 fee schedules largely vary depending on the financial services. Fee types billed by Fisher Investments likely 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
Conner Scott Work History
Conner has been registered as a financial advisor for 1 years.*
Fisher Investments
Fidelity Brokerage Services, LLC
Amarillo National Bank
Academy Sports And Outdoors
United Supermarkets
The People'S Federal Credit Union
Western Bank
Market Street United
Texas Tech University
*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 Conner Scott 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
Plano, TX
Marietta, GA
Tampa, FL
Plano, TX
Plano, TX
Elmhurst, IL
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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