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Alexandra Thompson is a licensed Investment Advisor Representative with Fisher Investments, specializing in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Alexandra has been in the financial services industry since 2019, previously working with Scion Group and Mariner Finance. Alexandra holds a Series 65 license and is registered with the state regulators of Florida and Texas. Prior to her career in finance, Alexandra graduated from the University of South Florida.
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
02/06/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/13/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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