Robert
Reese
Fisher Investments
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About this Advisor
Robert Reese is a financial advisor working out of Plano, Texas with 2 years of industry experience. Reese is on the advisory team at Fisher Investments. Throughout their career, Reese has worked at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Alliance Financial Group, American Midstream and Fisher Investments. Reese has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in Florida. Fisher Investments is a financial advisory company 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 total assets across its 269,289 accounts, placing it among the largest firms in the country by assets under management. The firm serves 37 charities and foundations. Of its 269,289 accounts, 46% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers 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 usually vary depending on the services provided. Fees charged by Fisher Investments likely consist of any 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
Robert Reese Work History
Robert has been registered as a financial advisor for 2 years.*
Fisher Investments
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Alliance Financial Group
American Midstream
*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 Robert Reese 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
Westerville, OH
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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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