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Blake Winslow is an Investment Advisor Representative at Fisher Investments. Blake is registered with the state of Texas. Blake has been in the financial industry since July 2022 and has experience in Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Blake has successfully passed the Uniform Investment Adviser Law Examination. Blake specializes in portfolio management for individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. Blake is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
02/14/2025 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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