Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kestel is an investment advisor representative with Fisher Investments, a firm that has over $298 billion in regulatory assets under management. Adam has been in the industry since June 2011. Adam holds a Series 65 license and is registered with the states of Florida and Texas. Adam works with a range of clients, including individuals, high-net-worth individuals, investment companies, and charitable organizations. The firm offers a variety of services, including financial planning, portfolio management, and portfolio assessment.
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
09/27/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 07/03/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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