Unclaimed
Gregory McGrath is a registered investment advisor representative with Fisher Investments. Gregory has been in the financial services industry since 2013. Gregory has earned a Series 65 license and is currently registered with the state of Florida and Texas. Gregory has experience in various fields, including financial services and education, and is dedicated to helping clients achieve their financial goals. Gregory is committed to providing personalized advice to each client.
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
10/29/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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