Unclaimed
Abigail Small is an Investment Advisor Representative at Fisher Investments. Abigail has been in the industry since 2018 and is currently registered with the state of Texas. Abigail has her Series 65 license and is a Registered Investment Advisor. Abigail is a member of the Fisher Investments team, which has over $300 billion in assets under management. The firm's mission is to help individuals and families reach their financial goals. Abigail works with clients to develop personalized investment plans and provide ongoing portfolio management. Abigail specializes in providing financial advice to individuals, high-net-worth individuals, families, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/17/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/17/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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