Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames MacKerley is a Registered Representative and Investment Advisor Representative with Fisher Investments, a firm headquartered in Plano, Texas. James has been in the financial services industry since February 2019 and has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. James's experience includes working with Fidelity Brokerage Services LLC, Albertsons Companies LLC, and Tom Thumb Food & Pharmacy. James is currently registered as an Investment Advisor Representative in Texas. James specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles, as well as financial planning and portfolio assessment services.
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
10/16/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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