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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cowan is an investment advisor representative with Fisher Investments, based in Plano, TX. James is a licensed investment advisor in Florida, and has passed the Uniform Investment Adviser Law Examination (Series 65). James is affiliated with two branch offices of Fisher Investments, located in Plano, TX, and Tampa, FL. James has a diverse professional background, including experience in the moving services industry, landscape construction, athletic training and DJing. James has been with Fisher Investments since June 2021.
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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2
TX
02/13/2025 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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