Roemello
Shavers
Fisher Investments
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About this Advisor
Roemello Shavers is a certified financial planner working out of Plano, Texas with 3 years of relevant experience. Shavers is on the advisory team at Fisher Investments. Throughout their career, they have worked at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lubbock Isd, Enterprise Rent-A-Car, Ross Dress-For-Less, P.S. From Aeropostale, United Capital Financial Advisers, Texas Tech University Human Resources Department, Texas Tech University, Bowie High School and Fisher Investments. Shavers has a Series 66 license, which qualifies 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 firm operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 financial advisors. It manages $192 billion in total assets between its 269,289 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 37 charities and foundations. Of its 269,289 accounts, 46% belong to high-net-worth individuals who have greater than $1 million in investable 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. A financial advisor's fee schedules usually vary depending on which service is offered. However, fees billed by Fisher Investments most likely are comprised of any combination 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
Roemello Shavers Work History
Roemello has been registered as a financial advisor for 3 years.*
Fisher Investments
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
United Capital Financial Advisers
Texas Tech University Human Resources Department
Lubbock Isd
Enterprise Rent-A-Car
Ross Dress-For-Less
Texas Tech University
P.S. From Aeropostale
Bowie High School
*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 Roemello Shavers 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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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.
