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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Galen? Claim Your ProfileGalen Donaldson is an Investment Advisor Representative at Fisher Investments. Galen is registered with the state of California and Texas and has been in the industry since February 2013. Galen has a Series 65 license and specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Galen is experienced in providing financial planning and portfolio assessment 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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CA
09/20/2023 - Present
Fisher Investments (WOODSIDE CA)
IA
Issued 08/18/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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