Unclaimed
Glen Hatfield is a Registered Investment Advisor Representative associated with Fisher Investments. Glen has been in the financial services industry since 2009 and is currently based in the Plano, Texas office. Glen has a Series 65 license and is registered with Massachusetts and Texas. Glen specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
1
2
TX
09/06/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 02/06/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Glen Hatfield is the right advisor for you? Invested Better is here to help.