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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 Massey is an investment advisor representative with Fisher Investments. James is licensed in Texas. James is a licensed investment advisor representative. James has been in the industry since October 2020. Fisher Investments is a registered investment advisor with the SEC. Fisher Investments specializes in providing portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. The firm manages over $298 billion in assets. Fisher Investments has been providing financial advice to clients for over 30 years.
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
06/28/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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