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Carlos Alberto Grijalva

Fisher Investments

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About Carlos Alberto Grijalva

Carlos Alberto Grijalva is an Investment Advisor Representative at Fisher Investments. Carlos has been in the industry for 10 years. Carlos holds the Series 65 license and is registered with the state of California, Florida and Texas. Carlos is a licensed Investment Advisor Representative for the past 5 years. Carlos's current and previous employers include Fisher Investments and PNC. Carlos has experience working with clients such as individuals, corporations, charitable organizations, state and municipal government entities, insurance companies, investment companies, high net worth individuals, and others. Carlos is also authorized to provide portfolio management, financial planning, and portfolio assessment services.

Firm Information

Carlos Grijalva is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Carlos Grijalva’s Registration & Firm History

TX

08/30/2023 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

IA

Issued 04/30/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlos Alberto Grijalva.
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