Bryan Keorlet, financial advisor Camas WA

Bryan Keorlet

CRD Number: 5054570
Current Firm: Fisher Investments

Bryan Keorlet (CRD# 5054570) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Manalapan, NJ Aug 2018 - Current 3
Shopoff Securities, Inc. Irvine, CA Feb 2017 - May 2018 1
Foreside Fund Services, LLC Red Bank, NJ Jan 2017 - Feb 2017 < 1
Wbi Investments Inc. Red Bank, NJ Jun 2014 - Feb 2017 2
Quasar Distributors, LLC Milwaukee, WI Jul 2014 - Dec 2016 2
Unemployed Long Branch, NJ Apr 2014 - Jun 2014 < 1
Pnc Investments LLC Pittsburgh, PA Jul 2013 - Apr 2014 < 1
Lord, Abbett & Company Jersey City, NJ Jun 2006 - Jun 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Bryan P. Keorlet
Phone Number: 800-851-8845
Registered State(s):
  • AL
  • AK
  • NJ
  • RI
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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