Philip BubernakCRD Number: 6967219
Current Firm: Fisher Investments
Philip Bubernak (CRD# 6967219) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 3 years of experience in the finance industry.
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
Middleton & Company
|Fisher Investments||Camas, WA||Jul 2019 - Current||3|
|University Of Colorado||Boulder, CO||Sep 2015 - Jul 2019||3|
|Goldman Sachs||Salt Lake City, UT||Jul 2018 - Sep 2018||< 1|
|Lockheed Martin||Boulder, CO||May 2017 - Jul 2017||< 1|
|Omni Interlocken Resort||Broomfield, CO||Mar 2016 - Jun 2016||< 1|
|Schooling||Superior, CO||Jan 2008 - Jun 2015||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management208,905MILLIONS
Total Number of Accounts217,207ACCOUNTS
Average Account Value$961,779
- 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, WY
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