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Bryan Schofield is a registered investment advisor representative for Fisher Investments. Bryan is based in Camas, Washington and is also licensed to provide investment advice in Texas. Bryan has been in the financial services industry since April 2010. Bryan holds a Series 65 license and has experience working with high-net-worth individuals, charitable organizations, investment companies, pooled investment vehicles, corporations, and other businesses. Bryan focuses on providing financial planning, portfolio management, and portfolio assessment services.
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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WA
10/30/2024 - Present
Fisher Investments (Camas WA)
Active
Inactive
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