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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Lonstad is an Investment Advisor Representative associated with Fisher Investments. Ashley has been a registered Investment Advisor Representative since April 2015. Ashley's firm, Fisher Investments, has offices in Plano, Texas and Camas, Washington. Fisher Investments has over 360,000 client accounts. Ashley Lonstad specializes in portfolio management for individuals, investment companies, pooled investment vehicles and businesses.
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
04/30/2015 - Present
Fisher Investments (PLANO TX)
IA
Issued 04/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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