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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Addison? Claim Your ProfileAddison Linn is a Registered Investment Advisor representative with Fisher Investments. Addison has been in the industry since June of 2023. Addison holds the Series 7TO, Series 65, and SIE licenses. Previously Addison worked at Trinity Wealth Securities, LLC from June 2023 to February 2024 and has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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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FL
03/12/2024 - Present
Fisher Investments (Tampa FL)
FL
06/20/2023 - 02/12/2024
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
IA
Issued 06/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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