Federico
Velez
Fisher Investments
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About this Advisor
Federico Velez is a financial advisor operating in Plano, Texas with a total of 9 years of industry experience. Velez is an advisor for Fisher Investments. Over the course of their career, they have held roles at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, The Vanguard Group, Inc and Fisher Investments. Velez has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Fisher Investments is a business headquartered in Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 advisors. It controls $192 billion in assets under management across its 269,289 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 37 charities and foundations. Of its 269,289 customer accounts, 46% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Fisher Investments provides a number 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. Financial management fees typically are based on which services are offered. However, fee types charged by Fisher Investments can be comprised 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
Federico Velez Work History
Federico has been registered as a financial advisor for 9 years.*
Fisher Investments
The Vanguard Group, Inc
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
*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 Federico Velez 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
Camas, WA
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Camas, WA
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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