Robert Neal Davis
Investment adviser representative at Fisher Investments
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$386.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Fisher InvestmentsNov 2024 to now
- UnemployedJan 2024 to Nov 2024
- The Vanguard Group, Inc.Sep 2022 to Jan 2024
- Charles Schwab and Co., Inc.May 2020 to Sep 2022
- Charles Schwab Bank, SsbMay 2020 to Sep 2022
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, IncAug 2011 to May 2020
- USAA Financial Planning ServicesAug 2011 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4692413
- Firm CRD
- 107342