Brian TreeCRD Number: 6193009
Current Firm: Fisher Investments
Brian Tree (CRD# 6193009) 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||Dec 2019 - Current||2|
|Td Ameritrade, Inc.||Springfield, MO||Feb 2018 - Nov 2019||1|
|Td Ameritrade Investment Management, LLC||Omaha, NE||Feb 2018 - Nov 2019||1|
|Scottrade||Oklahoma City, OK||Feb 2014 - Feb 2018||4|
|Edwardjones||St Louis, MO||May 2013 - Feb 2014||< 1|
|Arvest Bank||Del City, OK||Oct 2012 - May 2013||< 1|
|Stillwater National Bank||Oklahoma City, OK||Apr 2012 - Oct 2012||< 1|
|Oklahoma State University||Stillwater, OK||Aug 2004 - May 2012||7|
|Oklahoma State Auditors Office||Oklahoma City, OK||May 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 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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