Chance Brendon Winberry

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 12/2016
  Metlife Securities Inc
  Austin, TX
• 01/2017 → 06/2017
  Scottrade, Inc.
  Round Rock, TX
• 09/2017 → Present
  Fisher Investments
  Plano, TX
• 07/2017 → 08/2017
  All'S Well
  Bakersfield, CA

Previous Registrations

• 2017-01-06 → 2017-07-05
  Scottrade Investment Management
  Saint Louis, MO
• 2014-08-15 → 2016-12-31
  Msi Financial Services, Inc.
  Austin, TX

Other Businesses

Southern Remnant Properties LLC No Carrollton, TX 75007 The business renovates residential properties for rent/sale. My wife, Regan Winberry, will be running the business and collaborating with her mom on projects, who's an interior designer by profession. My role is largely to help keep the business' finances in order. Co-owner in family business 09/02/2025 4 hours a month 0 hours The company is a small family business that would renovate residential properties for rent/sale. Activities are not investment related in any other way.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-28

Other Names

• Chance Winberry