Capitol Securities Management
47yrs
Top advisor by experience in Tampa
4yrs
Lev Gokhlerner
Financial advisor at Fisher Investments
Based in Tampa, Florida, Lev Gokhlerner is a fiduciary financial advisor with 4 years of industry experience. Lev has been with Fisher Investments since 2026. 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 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607
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
- May 2026 – nowFisher InvestmentsCurrent firm
Contact Lev
(800) 851-8845Firm headquarters in Plano, TX. Ask for Lev. 3109 W Dr. Martin Luther King Blvd Suite 600Tampa, FL 33607Office · Get directions
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Questions to ask Lev
Tailored to Lev’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 Lev
How do I contact Lev?
Call Fisher Investments at (800) 851-8845 and ask for Lev Gokhlerner. Lev works from the Tampa, FL office.
How long has Lev been a financial advisor?
Lev has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Lev hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lev a fiduciary?
Lev is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lev paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Lev 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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