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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Carroll is an investment advisor representative at Fisher Investments. Emily has been in the industry since November 2020 and has been licensed in both Texas and Washington. Emily is actively involved in the investment industry and has been recognized for her expertise in portfolio management. Emily holds a Series 65 license and is currently registered with the state of Texas and Washington. Emily is passionate about helping clients achieve their financial goals and believes in the power of financial planning.
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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WA
12/21/2023 - Present
Fisher Investments (Camas WA)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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