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Fisher Investments financial advisors in Ohio
Every SEC-registered investment adviser representative at a Fisher Investments office in Ohio, by city and A to Z.
The short answer
8 registered advisors work at Fisher Investments in Ohio, out of 2,757 nationwide; it's the firm's number 11 state by advisors, and the most are in Westerville (2). 3 list the CFP designation and 0 are also registered broker representatives.
Fisher Investments advisors by city in Ohio
Every firm in Ohio →Fisher Investments advisors in Ohio, A to Z
Search by name →- Steven M. BackusPlain City
- Nathaniel K. BowmanCincinnati · Certified Financial Planner
- Casey J. HendricksonNew Albany
- Brian D. McCleaveDelaware
- Patrick C. McCormickWesterville
- Cary C. McDonaldLoveland · Certified Financial Planner
- Marcus A. WilliamsWesterville · Certified Financial Planner
- Joshua A. YoderGalena
Fisher Investments advisors in every state →Fisher Investments: assets, clients and custodians →Fisher Investments news and advisor moves →Advisor Moves: who changed firms this week →
Fisher Investments in other states
Texas 1,887Florida 360Washington 288California 74New Jersey 8Illinois 7North Carolina 7New York 7Connecticut 6Missouri 5Pennsylvania 5Tennessee 4Virginia 4Wisconsin 4Georgia 3Michigan 3Minnesota 3Utah 3
Questions
How many Fisher Investments financial advisors are in Ohio?
8 investment adviser representatives are registered at Fisher Investments offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 2,757 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Fisher Investments have the most advisors?
Westerville, with 2, then Delaware (1). Fisher Investments has advisors in 4 cities in Ohio.
How do I check a Fisher Investments advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fisher Investments office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.