Theodore SternCRD Number: 5054821
Current Firm: Fisher Investments
Theodore Stern (CRD# 5054821) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|Fisher Investments||Camas, WA||Jan 2019 - Current||2|
|Foreside Financial Group||Portland, ME||May 2018 - Dec 2018||< 1|
|Fisher Investments||Woodside, CA||May 2013 - Apr 2018||4|
|Katkout Consulting Ltd||Boston, MA||Aug 2012 - Apr 2013||< 1|
|Erasmus University||Rotterdam,||Jan 2012 - Aug 2012||< 1|
|University Of Otago||Dunedin,||Jan 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- 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
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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