Unclaimed
Cole Hodge is a registered investment advisor representative with Fisher Investments. Cole has been working in the financial services industry since June 2022. Cole's current registrations are in Florida and Texas. Cole holds the Series 65 Uniform Investment Adviser Law Examination. Cole has experience in various industries, including hospitality, education, and finance. Cole is passionate about helping individuals and families achieve their financial goals.
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
02/11/2025 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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