Yogesh
Malik
Fisher Investments
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About this Advisor
Yogesh Malik is a financial advisor based in Plano, Texas who has 1 year of relevant experience. Malik is currently employed by Fisher Investments. During their career, the advisor has held roles at Citizens Securities Inc, Citizens Bank, Project Ub, Greenfield Savings Bank, Infinex Investments, Inc and Fisher Investments. Malik maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Fisher Investments is a registered investment firm that has its headquarters in Plano, TX. The firm has offices in 14 locations and a total of 3,349 people on staff. It controls $192 billion in assets under management across its 269,289 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 37 charities and foundations. Of its 269,289 accounts, 46% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company provides 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 advisory fee schedules typically are based on which services are provided. However, fee types charged by Fisher Investments 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
Yogesh Malik Work History
Yogesh has been registered as a financial advisor for 1 years.*
Fisher Investments
Infinex Investments, Inc
Greenfield Savings Bank
Infinex Investments, Inc
Citizens Securities Inc
Citizens Bank
Project Ub
*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 Yogesh Malik 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
Camas, WA
Plano, TX
Marietta, GA
Westerville, OH
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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