Francisco
Rivera
Fisher Investments
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About this Advisor
Francisco Rivera is a certified financial planner and chartered financial consultant based out of Plano, Texas who has 2 years of relevant experience. Rivera works at Fisher Investments. Rivera has gained experience at Edward Jones, Royal Prestige Of California, The Ayco Company, L.P./Mercer Allied, California Lutheran University, Lyft, Wrapify, Goldman Sachs & Co. LLC and Fisher Investments. Rivera maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Fisher Investments is a registered investment business that has its headquarters in Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 people on staff. It handles $192 billion in assets under management between its 269,289 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% are held by high-net-worth individuals who have greater than $1 million in assets. Fisher Investments provides 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. Financial management fees vary depending on which service is offered. Fees charged by Fisher Investments most likely are comprised 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
Francisco Rivera Work History
Francisco has been registered as a financial advisor for 2 years.*
Fisher Investments
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Lyft
Wrapify
Edward Jones
California Lutheran University
Royal Prestige Of California
*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 Francisco Rivera 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
Tampa, FL
Camas, WA
Plano, TX
Marietta, GA
Plano, TX
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Plano, TX
Westerville, OH
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.
