Luis Sierra SilvaCRD Number: 5533456
Current Firm: Fisher Investments
Luis Sierra Silva (CRD# 5533456) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 6 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Fisher Investments||Camas, WA||Apr 2014 - Current||2|
|Unemployment||Media, PA||Jan 2014 - Mar 2014||< 1|
|Temple University||Philadelphia, PA||Jul 2012 - Dec 2013||1|
|Efficient Advisors, LLC||Philadelphia, PA||May 2011 - Jul 2012||1|
|Fiduciary Advisors, Llc, Fka Pcs Distributors, LLC||Philadelphia, PA||Nov 2010 - Jul 2012||1|
|Salsa In The Suburbs||Media, PA||May 2010 - May 2012||2|
|The Vanguard Group Inc.||Malvern, PA||Oct 2009 - Nov 2010||1|
|Philadelphia Runner||Philadelphia, PA||Sep 2008 - Mar 2010||1|
|Drexel University||Philadelphia, PA||Sep 2004 - Jun 2009||4|
|Delaware Investments||Philadelphia, PA||May 2008 - Sep 2008||< 1|
|Ace Insurance Limited||Philadelphia, PA||Apr 2007 - Aug 2007||< 1|
|International Personnel Resources, Inc.||West Chester, PA||Mar 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2009|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management65,442MILLIONS
Total Number of Accounts57,982ACCOUNTS
Average Account Value$1,128,654
- A percentage of assets under your management
- Performance-based fees
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.