UBS Financial Services
47yrs
Top advisor by experience in Plano
5yrs
Marcus Bates is a fiduciary financial advisor in Plano, Texas, with 5 years in the industry. Marcus joined Fisher Investments in 2025, a firm offering financial planning, investment management, and private fund management. The firm 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
Experience5 years (since 2021)
How that compares ?5 years in the industry
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.
Career
- Jun 2025 – nowFisher InvestmentsCurrent firm
Contact Marcus
(800) 851-8845Fisher Investments main office 6500 International Parkway Suite 2050Plano, TX 75093Office · Get directions
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Questions to ask Marcus
Tailored to Marcus’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 Marcus
How do I contact Marcus?
Call Fisher Investments at (800) 851-8845 and ask for Marcus Bates. Marcus works from the Plano, TX office.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Marcus hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Marcus 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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