UBS Financial Services
47yrs
Top advisor by experience in Plano
2yrs
Max Levy
Financial advisor at Fisher Investments
Based in Plano, Texas, Max Levy is a fiduciary financial advisor with 2 years of industry experience. Max has been with Fisher Investments since 2025. 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
Experience2 years (since 2025)
How that compares ?2 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.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowFisher InvestmentsCurrent firm
Contact Max
(800) 851-8845Fisher Investments main office 6500 International Parkway Suite 2050Plano, TX 75093Office · Get directions
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Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Max
How do I contact Max?
Call Fisher Investments at (800) 851-8845 and ask for Max Levy. Max works from the Plano, TX office.
How long has Max been a financial advisor?
Max has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Max hold?
Series 65. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Max 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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