Austin MoreheadCRD Number: 6384368
Current Firm: Fisher Investments
Austin Morehead (CRD# 6384368) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 8 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Fisher Investments||Plano, TX||Feb 2022 - Current||1|
|Personal Trader||Lewisville, TX||May 2019 - Feb 2022||2|
|Ihs Markit||Dallas, TX||Oct 2016 - May 2019||2|
|Unemployed||Lewisville, TX||Aug 2016 - Oct 2016||< 1|
|Fidelity Investments||Westlake, TX||Nov 2015 - Aug 2016||< 1|
|Fidelity Brokerage Services LLC||Westlake, TX||Oct 2014 - Nov 2015||1|
|Affordable Life Plans||Carrollton, TX||Jul 2014 - Oct 2014||< 1|
|Unemployed||Plano, TX||Feb 2014 - Jul 2014||< 1|
|Xpo Logistics||Frisco, TX||Jul 2013 - Feb 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2015|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S65||NASAA Investment Advisors Law Examination||Apr 2022|
Total Assets Under Management192,398MILLIONS
Total Number of Accounts269,289ACCOUNTS
Average Account Value$714,467
- 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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