UBS Financial Services
47yrs
Top advisor by experience in Plano
14yrs
Ashkan Abbassi
Financial advisor at Fisher Investments
At a glance
Experience14 years (since 2012)
How that compares ?Top 18% by experience at Fisher Investments
Office6500 International Parkway Suite 2050, Plano, TX 75093
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2018 – nowFisher InvestmentsCurrent firm
- 2013 – 2018TD Ameritrade, Inc.Previously
- 2013 – 2018TD Ameritrade Investment Management, LLCPreviously
Questions to ask Ashkan
Tailored to Ashkan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ashkan
How do I contact Ashkan?
Call Fisher Investments at 800-851-8845 and ask for Ashkan Abbassi. Ashkan works from the Plano, TX office.
How long has Ashkan been a financial advisor?
Ashkan has been in the industry since 2012, about 14 years. Top 18% by experience at Fisher Investments.
What licenses does Ashkan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ashkan a fiduciary?
Ashkan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ashkan paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Ashkan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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