Unclaimed
Austin Rivard is a financial advisor associated with Fisher Investments. Austin has been a registered investment advisor representative since January 2024. Prior to joining Fisher Investments, Austin worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Austin is registered to provide investment advisory services in Texas.
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.
1
2
TX
07/09/2024 - Present
Fisher Investments (PLANO TX)
TX
01/10/2024 - 05/16/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/03/2023 - 05/16/2024
TD AMERITRADE, INC. (Westlake TX)
IA
Issued 07/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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