Thomas Malmberg, financial advisor Camas WA

Thomas Malmberg

CRD Number: 6668157
Current Firm: Fisher Investments

Thomas Malmberg (CRD# 6668157) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Plano, TX Sep 2019 - Current 2
American United Life Scottsdale, AZ Mar 2019 - Aug 2019 < 1
Oneamerica Securities Scottsdale, AZ Mar 2019 - Aug 2019 < 1
The Vanguard Group, Inc. Scottsdale, AZ Feb 2017 - Feb 2019 2
University Of Colorado At Colorado Springs Colorado Springs, CO Aug 2014 - Dec 2016 2
Usaa Colorado Springs, CO May 2016 - Aug 2016 < 1
Gtr Construction Casper, WY May 2014 - Aug 2015 1
Chedders Casual Cafe Colorado Springs, CO Mar 2015 - May 2015 < 1
Firerock Steakhouse Casper, WY May 2013 - Aug 2014 1
College Of The Siskiyous Weed, CA Aug 2012 - May 2013 < 1
Kelly Walsh High School Casper, WY Aug 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Thomas J. Malmberg
Phone Number: 800-851-8845
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
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 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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