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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 Raftery is an Investment Advisor Representative with Fisher Investments. Austin is registered with the state of Texas and has been in the industry for over two years. Austin is based in Plano, TX and is a Series 65 licensed individual. The firm’s mission is to help investors of all ages, income levels and backgrounds achieve their financial goals by providing objective financial advice and an investment management strategy tailored to each client’s individual situation.
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
11/01/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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