Mackenzie Whitaker, financial advisor Camas WA
90 score

Mackenzie Whitaker

CRD Number: 6146339
Current Firm: Fisher Investments

Mackenzie Whitaker (CRD# 6146339) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Woodside, CA Jun 2010 - Current 6
University Of Idaho Moscow, ID Aug 2006 - May 2010 3
Kms Financial Redmond, OR Jun 2007 - Aug 2007 < 1
Redmond Parks & Rec Redmond, OR Nov 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Mackenzie M. Whitaker
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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