![Luis Casian, financial advisor San Mateo CA](/img/ws/profile-blank-sq.png)
Luis Casian (CRD# 4797729) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 19 years of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
![Mark Greenberg, financial advisor San Mateo CA](/img/ws/profile-blank-sq.png)
CRD# 1245314
Wealth & Tax Planners LLC
![Daniel Leonard, financial advisor San Mateo CA](/img/ws/profile-blank-sq.png)
CRD# 2055289
Powering Your Retirement
Company Name | Location | Dates | Years |
---|---|---|---|
Fisher Investments | Woodside, CA | Sep 2012 - Current | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management235,943MILLIONS
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Total Number of Accounts148,462ACCOUNTS
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Average Account Value$1,589,251
- 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
- Other
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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