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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Bamford is a financial advisor with Fisher Investments, a firm that manages over $298 billion in assets. Benjamin has a Series 65 license and is a Certified Financial Planner. Benjamin helps individuals, families, and institutions achieve their financial goals. Benjamin has worked in the financial services industry since 2015 and has experience working at Efficient Market Advisors, LLC, Cantor Fitzgerald Investment Advisors LP, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. Benjamin holds a Bachelor of Arts from the University of Kentucky.
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
05/14/2024 - Present
Fisher Investments (Dallas TX)
IA
Issued 08/10/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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