Enrique
Morgan
Fisher Investments
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About this Advisor
Enrique Morgan is a financial advisor based in Plano, Texas, working with Fisher Investments. Enrique has previously held positions at Fisher Investments, Bank Of America, Texas Legislative Council, The University Of Texas At Austin, Fedex Office, Isa-Atx, Lighthouse Electric, Walmart, Pikes Peak Community College, and Austin Community College. Enrique has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Enrique is part of Fisher Investments, which operates out of Plano, Texas. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Fisher Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$235,943,355,465
3,525
148,462
$1,589,251
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
Enrique Morgan Work History
Fisher Investments
Bank Of America
Texas Legislative Council
The University Of Texas At Austin
Fedex Office
Isa-Atx
Lighthouse Electric
Austin Community College
Walmart
Pikes Peak Community College
Disclosures
Please visit the SEC profile of Enrique Morgan 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
San Mateo, CA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
Plano, TX
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