Carla Jenkins, financial advisor Woodside CA

Carla Jenkins

CRD Number: 2054583
Current Firm: Fisher Investments

Carla Jenkins (CRD# 2054583) is an Investment Advisor Representative working at Fisher Investments in Woodside, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Woodside, CA Apr 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Carla M. Jenkins
Phone Number: 800-851-8845
Registered State(s):
  • CA
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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