Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Jacks is a financial advisor at Fisher Investments. David has been in the industry since March 2005 and has been registered with the state of Washington since March 2016 and the state of Texas since July 2023. David specializes in providing financial advice for individuals, businesses, investment companies, and pooled investment vehicles. David is a Chartered Financial Analyst (CFA) and has a strong track record of success in the financial services industry. David is committed to providing his clients with personalized financial advice and helping them 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
03/24/2016 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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