Unclaimed
Colton Michael Lawler is an Investment Advisor Representative associated with Fisher Investments. Colton has been working in the financial services industry since August 2018. Colton is currently registered as an Investment Advisor Representative in Texas and Washington. Colton obtained their Series 65 - Uniform Investment Adviser Law Examination certification in November 2018. Colton has experience working with various client types including high-net-worth individuals, insurance companies, charitable organizations, corporations, individuals other than high-net-worth, state or municipal government entities and sovereign wealth funds.
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
11/28/2018 - Present
Fisher Investments (PLANO TX)
IA
Issued 11/28/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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