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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conner? Claim Your ProfileConner Thompson is an Investment Advisor Representative with Fisher Investments. Conner has been in the financial industry for 3 years. Conner is licensed in Texas. Conner is a Series 65 exam holder. Conner's firm, Fisher Investments, is headquartered in Plano, TX and has approximately $1 billion - $10 billion in assets under management. They primarily serve high-net-worth individuals, corporations, and pooled investment vehicles. The firm focuses on providing portfolio management and financial planning services.
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
01/08/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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