Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb James Smith is an Investment Advisor Representative at Fisher Investments. Caleb has been in the financial services industry since April 2024, working for Fisher Investments in Plano, Texas. Previously, Caleb worked at Fortinet in Frisco, Texas, Blind Salamander in San Marcos, Texas, and Green Parrot in San Marcos, Texas. Caleb has passed the Uniform Investment Adviser Law Examination (Series 65) and has registered with the state of Texas. Caleb specializes in providing portfolio management services to individuals, families, corporations, investment companies and pooled investment vehicles.
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
09/12/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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