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Cole Delich is a registered Investment Advisor Representative with Fisher Investments. Cole has been working in the financial services industry since June 2023 and holds the Series 65 license. Cole currently works in the Camas, WA branch office of Fisher Investments. Prior to joining Fisher Investments Cole was a Financial Advisor for Martel Wealth Advisors in Vancouver, WA. Cole received a Bachelor of Science degree from Boise State University in 2020 and is a graduate of Columbia River High School. Cole is a registered Investment Advisor Representative in Texas and Washington. Cole specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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
01/17/2025 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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