UBS Financial Services
47yrs
Top advisor by experience in Plano
8yrs
Bryce Roy
Financial advisor at Fisher Investments
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 59% of advisors 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
- 2024 – nowFisher InvestmentsCurrent firm
- 2021 – 2024Charles Schwab & CO., Inc.Previously
- Feb 2020 – Jul 2021J.p. Morgan Securities LLCPreviously
- Oct 2019 – Jan 2020TD Ameritrade, Inc.Previously
- Oct 2019 – Jan 2020TD Ameritrade Investment Management, LLCPreviously
Questions to ask Bryce
Tailored to Bryce’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryce
How do I contact Bryce?
Call Fisher Investments at 800-851-8845 and ask for Bryce Roy. Bryce works from the Plano, TX office.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 2018, about 8 years. More experience than 59% of advisors at Fisher Investments.
What licenses does Bryce hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Bryce 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.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Plano
Signal Securities
46yrs
Top advisor by experience at Signal Securities
Osaic Wealth
45yrs
Top 1% by experience in Plano
BFC Planning
45yrs
Top 1% by experience in Plano
Sfmg Wealth Advisors
45yrs
Top advisor by experience at Sfmg Wealth Advisors