Unclaimed
James East is a financial advisor associated with Fisher Investments. James has been in the industry since January 2025 and is currently registered with the state of Texas. James holds a Series 65 license. Prior to joining Fisher Investments, James worked at Newmark Group, GRP Energy Capital, LLC and Moran Capital. James is a specialist in a range of investment areas including portfolio management, financial planning and financial planning services. James currently works from Fisher Investments' office in Plano, Texas.
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
02/12/2025 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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