Spring, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$331,342,171,812
ClientsTotal clients
199,061
AdvisorsAdvisors at this office
2
Of 2,987 advisors across 245 offices
Location
Spring TX
Advisors at this office
2
Advisors at this office
David B
Series 65
Spring, TX
Fisher Investments
David Burke is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at Accenture, JP Morgan, and deVere Acuma, as well as a period at Rice University. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.
Robert E
Series 63, Series 65
Spring, TX
Fisher Investments
Robert Evans is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fisher Investments since 2018. Prior to that, he was with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2016 to 2018. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.
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