Kelsey
Yee
Fisher Investments
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About this Advisor
Kelsey Yee is a financial advisor operating out of Plano, Texas with a total of 1 year of industry experience. Yee is on the advisory team at Fisher Investments. Over the course of their career, Yee has held roles at Tla Capital, Goldmedal Martial Arts, University Of Portland, Kateri Park Catholic Communities, Bon Appetite, Fisher Investments, Thrivent Investment Management Inc, Thrivent Financial, Thrivent Advisor Network, LLC D/B/A M25 Advisors and Purshe Kaplan Sterling Investments, Inc. Yee has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas and Washington. Fisher Investments is an advisory company based out of Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It administers $192 billion in assets between its 269,289 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 37 charities and foundations. Of its 269,289 client accounts, 46% are associated with high-net-worth individuals who have greater than $1 million in assets. The company offers a wide array 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. Fees charged by financial advisors depend on the services provided. However, fee types charged 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
Kelsey Yee Work History
Kelsey has been registered as a financial advisor for 1 years.*
Fisher Investments
Thrivent Advisor Network, LLC D/B/A M25 Advisors
Purshe Kaplan Sterling Investments, Inc
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Fisher Investments
Kateri Park Catholic Communities
Bon Appetite
Tla Capital
University Of Portland
Goldmedal Martial Arts
*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 Kelsey Yee 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
Camas, WA
Plano, TX
Plano, TX
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
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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