H Schrimpf, financial advisor Fallbrook CA
93 score

H Schrimpf

CRD Number: 1031082
Current Firm: Fisher Investments

H Schrimpf (CRD# 1031082) is an Investment Advisor Representative working at Fisher Investments in Fallbrook, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments, Inc. Woodside, CA Feb 2000 - Current 18
Monarch Bay Securities,llc Newport Beach, CA Apr 2013 - Jun 2014 1
Monarch Bay Associates, LLC San Juan Capistrano, CA Jul 2009 - Sep 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
Contact Info for H J. Schrimpf
Phone Number: 800-851-8845
Firm Website: http://www.kenfisher.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    71,790
    MILLIONS
  • Total Number of Accounts
    65,848
    ACCOUNTS
  • Average Account Value
    $1,090,233
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 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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