UBS Financial Services
47yrs
Top advisor by experience in Plano
11yrs
Stef Carmichael
Financial advisor at Fisher Investments
Stef Carmichael has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Plano, Texas. Stef has been with Fisher Investments since 2019; before that, Stef spent two years at RBC Capital Markets. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 70% of advisors at Fisher Investments
Office6500 International Parkway Suite 2050, Plano, TX 75093
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowFisher InvestmentsCurrent firm
- Mar 2016 – Dec 2017RBC Capital Markets, LLCPreviously
Contact Stef
(800) 851-8845Fisher Investments main office 6500 International Parkway Suite 2050Plano, TX 75093Office · Get directions
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Questions to ask Stef
Tailored to Stef’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 Stef
How do I contact Stef?
Call Fisher Investments at (800) 851-8845 and ask for Stef Carmichael. Stef works from the Plano, TX office.
How long has Stef been a financial advisor?
Stef has been in the industry since 2016, about 11 years. More experience than 70% of advisors at Fisher Investments.
What licenses does Stef hold?
Series 66. Tap any license on this page to see what it allows.
Is Stef a fiduciary?
Stef is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stef paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Stef for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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