Sarah
Sizemore
Fisher Investments
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About this Advisor
Sarah Sizemore is a financial advisor who works out of Plano, Texas who has 1 year of relevant experience. Sizemore is on the advisory team at Fisher Investments. The advisor has gained experience at T. Rowe Price, Conduent, Pikes Peak Community College - 5675 S Academy Blvd, Pikes Peak Community College - Work Study, Sarah L. Sizemore - Self Employed, Cgc Financial Services, Royal Alliance and Fisher Investments. Sizemore holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Washington. Fisher Investments is an advisory firm that has its headquarters in Plano, TX. The company has offices in 14 locations and a total of 3,349 advisors. It controls $192 billion in total assets across its 269,289 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% are held by high-net-worth clients who have greater than $1 million in investable assets. The business performs 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 advisory fees largely vary depending on the type of financial services offered. However, fees billed by Fisher Investments most likely are comprised 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
Sarah Sizemore Work History
Sarah has been registered as a financial advisor for 1 years.*
Fisher Investments
Cgc Financial Services
Royal Alliance
T. Rowe Price
Conduent
Sarah L. Sizemore - Self Employed
Pikes Peak Community College - Work Study
Pikes Peak Community College - 5675 S Academy Blvd
*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 Sarah Sizemore 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
Plano, TX
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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