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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 Ian Treleven is an investment advisor representative at Fisher Investments. James has been in the industry since March 2015. James is registered with the state of Texas and holds a Series 65 license. Fisher Investments provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer financial planning services and portfolio assessments.
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
11/17/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 02/02/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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