Levi
Marsh
Fisher Investments
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About this Advisor
Levi Marsh is a financial advisor based in Lufkin, Texas, working with Fisher Investments. Levi has previously held positions at Edward Jones, Unifirst, Alluvian, Pricewaterhousecoopers, Cefcu, Full-Time Education, Caterpillar, and Fisher Investments. Levi has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Levi is part of Fisher Investments, which operates out of Lufkin, 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
Levi Marsh Work History
Fisher Investments
Edward Jones
Unifirst
Alluvian
Pricewaterhousecoopers
Cefcu
Full-Time Education
Caterpillar
Disclosures
Please visit the SEC profile of Levi Marsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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