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Brian Griffith

18 Years of Experience
Vancouver, WA

Brian Griffith is a registered investment advisor at Fisher\smb, based in Vancouver, WA, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
IM Fee
Planning only
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

222 NE Park Plaza Drive, Suite 205, Vancouver, WA, 98684

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a business partner in Psykhe Hair Extensions since 2018, where he manages business direction, creates sales protocols, and assists with marketing and business agreements. This takes about 10-20% of his time and does not occur during securities trading hours.

Employment History
Current Registrations
Fisher\smb
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Fisher Investments
June 2011 - July 2024 · 13 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - May 2011 · 1 yr 11 mos
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Cambridge Investment Research Advisors, INC.
January 2008 - June 2008 · 5 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brian Griffith - Financial Advisor | TrueAdvisor