Robert May (CRD# 3110735) is an Investment Advisor Representative working at Fisher Investments in Delafield, WI and has over 25 years of experience in the finance industry.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Woodside, CA | Aug 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- TX
- WI
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Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
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Average Account Value$1,589,251
- 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
- Other
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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