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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ricardo Velazquez gonzalez is an Investment Advisor Representative registered with Fisher Investments. David Ricardo Velazquez gonzalez is located in PLANO, Texas and is also licensed in California. David Ricardo Velazquez gonzalez has been in the industry since 2017 and holds the Series 65. David Ricardo Velazquez gonzalez has worked with Equifax, Experian, Amazon, Instituto Desarrollo de Inteligencia, and Education. David Ricardo Velazquez gonzalez provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles. David Ricardo Velazquez gonzalez also offers financial planning and portfolio assessment services. Fisher Investments is a large firm with over $298.7 billion in assets under management. The firm's main office is located in PLANO, Texas. Fisher Investments provides a variety of investment advisory services, including portfolio management, financial planning, and portfolio assessment.
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
03/05/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 03/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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