John Hein, financial advisor Camas WA

John Hein

CRD Number: 4840933
Current Firm: Fisher Investments

John Hein (CRD# 4840933) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 19 years of experience in the finance industry. John Hein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fisher Investments Woodside, CA Aug 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for John D. Hein
Phone Number: 800-851-8845
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    192,398
    MILLIONS
  • Total Number of Accounts
    269,289
    ACCOUNTS
  • Average Account Value
    $714,467
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 investment companies (as well as "business development companies")
  • 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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