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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Morgan Lamb is an Investment Advisor Representative at Fisher Investments. Haley has been in the industry since November 2018. Haley is registered with the state of Texas. Haley has passed the Uniform Investment Adviser Law Examination (Series 65). Haley specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Haley's firm manages assets between $1 billion and $10 billion and has a client base of over 360,000. Haley is active in the industry and is a valuable asset to the firm.
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
03/12/2019 - Present
Fisher Investments (PLANO TX)
IA
Issued 03/12/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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