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Garrett Jordan Walker is an Investment Advisor Representative at Fisher Investments and has been in the industry since June 2019. Garrett is licensed in Texas and California and has earned the Series 65 license. Garrett specializes in providing portfolio management for individuals, businesses, pooled investment vehicles and investment companies. The firm also provides financial planning and portfolio assessment services. Fisher Investments has offices in Plano, TX and Granite Bay, CA.
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
04/30/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/15/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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