Wesley Fish, financial advisor Green Cove Springs FL

Wesley Fish

CRD Number: 5586016
Current Firm: Fisher Investments

Wesley Fish (CRD# 5586016) is an Investment Advisor Representative working at Fisher Investments in Green Cove Springs, FL and has over 15 years of experience in the finance industry. Wesley Fish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fisher Investments Camas, WA Jan 2018 - Current 6
Unemployed Green Cove Springs, FL May 2017 - Jan 2018 < 1
Mercer Global Advisors Inc. Tampa, FL Sep 2015 - May 2017 1
Mercer Advisors Inc. Sarasota, FL Apr 2013 - Sep 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Wesley D. Fish
Phone Number: 800-851-8845
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    192,398
    MILLIONS
  • Total Number of Accounts
    269,289
    ACCOUNTS
  • Average Account Value
    $714,467
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, WY

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