Unclaimed
Blake Tyler Harbour is an Investment Advisor Representative at Fisher Investments in Plano, TX. Blake Harbour has 11 years of experience in the financial services industry. Blake Harbour is registered with the state of Texas and holds the Series 7, Series 63, Series 66, and SIE licenses. Blake Harbour specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Blake Harbour's previous experience includes working at Foreside Fund Services, LLC, Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and First Southwest Company.
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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2
TX
04/11/2024 - Present
Fisher Investments (PLANO TX)
TX
05/16/2014 - 03/02/2022
FORESIDE FUND SERVICES, LLC (DALLAS TX)
TX
06/04/2013 - 04/22/2014
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
TX
08/16/2011 - 05/07/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
11/08/2010 - 05/23/2011
FIRST SOUTHWEST COMPANY (DALLAS TX)
BOTH
Issued 09/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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