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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Newton is an Investment Advisor Representative registered with Fisher Investments. Connor has been in the industry since March 2019 and is licensed in Texas and Washington. Connor holds a Series 65 license and has been working with individual clients, as well as high-net-worth individuals, charitable organizations, insurance companies, corporations, pooled investment vehicles, and pension and profit-sharing plans. Connor's expertise and experience make him a valuable asset to the firm and its clients.
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
08/17/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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