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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Swenson is an Investment Advisor Representative with Fisher Investments, a firm that provides investment advisory services to individuals, businesses, and institutional clients. Blake holds a Series 65 license and has been registered with the state of Texas since July 14, 2023. Fisher Investments is a large firm with over $298 billion in assets under management. Blake previously worked for Fisher Investments in Camas, Washington and Aberdeen, Washington, as well as various other companies. Blake is active in the industry and has taken the Uniform Investment Adviser Law Examination.
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
07/14/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 07/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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