Unclaimed
Garrett Flinchum is a registered Investment Advisor Representative (IAR) with Fisher Investments. Garrett holds a Series 65 license and is active in Texas. Garrett has been in the financial services industry since January 2022 and has previous experience with Longboard Asset Management. Fisher Investments is a large financial advisory firm with over $298 billion in assets under management. The firm specializes in providing investment management services to individuals, businesses, and institutions.
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
06/15/2023 - Present
Fisher Investments (Plano TX)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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