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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Cole Freeman is a Registered Investment Advisor Representative (IAR) with Fisher Investments, an investment firm with over $300 billion in assets under management. Austin Cole Freeman is located in Plano, TX and has been in the financial services industry since 2012. Austin Cole Freeman holds a Series 65 license, indicating that Austin Cole Freeman is qualified to provide investment advice. Austin Cole Freeman specializes in working with high-net-worth individuals, corporations, charitable organizations 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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TX
02/23/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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