Unclaimed
Austin McLeod is a registered Investment Advisor Representative with Fisher Investments. Austin has been with Fisher Investments since September 2020. Prior to joining Fisher Investments, Austin worked as a Project Manager at RRIG Energy LLC. Austin is also a graduate of Texas Christian University. Austin's expertise is in portfolio management for individuals, businesses, investment companies, 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
01/11/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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