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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisa? Claim Your ProfileAlisa Dodgen is an Investment Advisor Representative associated with Fisher Investments. Alisa has been a licensed Investment Advisor Representative since December 2023 and has also held licenses as an Investment Advisor Representative in Texas. Alisa obtained their Series 65 license on December 18, 2023, and is currently registered with Texas. Alisa has experience in the financial services industry and is committed to providing clients with the best possible advice and services. Alisa is also involved in other business activities, including working part-time as a Wedding Coordinator for Abounding Events Wedding Company in Sherman, TX.
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
12/19/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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