Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Merrick is an investment advisor representative associated with Fisher Investments. Cole has been in the industry for over three years and is registered to provide investment advisory services in Texas and Washington. Cole has passed the Uniform Investment Adviser Law Examination (Series 65). Cole is also associated with Fisher Investments which has more than $1 billion in assets under management and is headquartered in Plano, TX.
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.
1
2
TX
12/10/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/09/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Cole Merrick is the right advisor for you? Invested Better is here to help.
