Unclaimed
Angela Severson is an investment advisor representative at Fisher Investments, a firm based in Plano, Texas. Angela has been in the industry since 2021. Angela holds a Series 65 license and is registered in Washington and Texas. Fisher Investments is an investment firm that provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm has approximately $298 billion in assets under management. Fisher Investments specializes in providing investment advice and portfolio management services to clients with a long-term investment horizon.
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
02/10/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 02/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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