Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lucia is a registered investment advisor representative with Fisher Investments. Jacob has been a financial professional since 2014 and has experience in a variety of roles, including working with sustainable flooring solutions, restaurant management, and film production. Jacob is currently licensed in Washington and Texas and provides financial advice to a variety of clients, including high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. Jacob specializes in portfolio management, financial planning, and portfolio assessment.
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
08/26/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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