Lance
Lintner

Fisher Investments

CRD#5885992
Investment Advisor
in Camas, WA

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About this Advisor

Lance Lintner is a financial advisor based out of Camas, Washington, with a total of 12 years of relevant experience. Lintner is currently employed by Fisher Investments. They have spent all of their employment at Fisher Investments. Lintner has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Washington. Fisher Investments is a company headquartered in Plano, TX. It has offices in 14 locations and a total of 3,349 advisors. It controls $192 billion in assets under management across its 269,289 accounts, making it one of the largest investment advisory 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 at least $1 million in investable assets. Fisher Investments performs 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. Fees charged by financial advisors typically are based on the type of financial services. Fees billed by Fisher Investments can include any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

5525 Nw Fisher Creek Drive
Camas, WA 98607

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

WA Average: $3,042,739,679
Total Number of Employees

3,349

WA Average: 49
Total Number of Accounts

269,289

WA Average: 2,315
Average Account Size

$714,467

WA Average: $1,314,358

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

Lance Lintner Work History

Lance has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Fisher Investments

*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 Lance Lintner 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

Melissa Sullivan
Plano, TX
Brandon Ferree
Camas, WA
Marcel Dumont
Tampa, FL
Frank Fontanella
Marietta, GA
Patrick Mccormick
Westerville, OH
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Roma Miller
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.

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