Enrique
Morgan
Fisher Investments
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About this Advisor
Enrique Morgan is a financial advisor based in Plano, Texas with 1 year of relevant experience. Morgan is an advisor for Fisher Investments. During their career, Morgan has held roles at Fisher Investments, Bank Of America, Texas Legislative Council, The University Of Texas At Austin, Fedex Office, Isa-Atx, Lighthouse Electric, Walmart, E/P Roofing, Popeye'S, High School, Pikes Peak Community College and Austin Community College. Morgan maintains Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Fisher Investments is a financial advisory business operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 financial advisors. It administers $192 billion in total assets among its 269,289 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 37 charities and foundations. Of its 269,289 customer accounts, 46% are associated with high-net-worth clients who have more than $1 million in investable assets. Fisher Investments provides a diverse array 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Fisher Investments most likely include 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
Enrique Morgan Work History
Enrique has been registered as a financial advisor for 1 years.*
Fisher Investments
Bank Of America
Texas Legislative Council
The University Of Texas At Austin
Fedex Office
Isa-Atx
Lighthouse Electric
Austin Community College
Walmart
E/P Roofing
Popeye'S
Pikes Peak Community College
E/P Roofing
High 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 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
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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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.
