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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Thompson is an Investment Advisor Representative associated with Fisher Investments. Graham is currently registered with the state of Texas, and has passed the Uniform Investment Adviser Law Examination (Series 65). Graham has been in the financial services industry since 2014 and has experience with a variety of firms. Their professional background includes roles at Brookshire Grocery Company, Legacy Royalties, CREST Process Systems, Inc., Covey Park Energy, and the University of Oklahoma. Fisher Investments is an investment firm based in Plano, Texas, and manages over $298 billion in assets.
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
07/12/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 07/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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