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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 Culberson is a financial advisor with Fisher Investments, a firm with a history of providing investment advisory services to individual and institutional clients. James Culberson is licensed to provide investment advice in Texas. James Culberson has been in the financial industry since 2014. His employment history includes experience in financial services, real estate and insurance. Fisher Investments manages more than $298 billion in assets. The firm provides a variety of financial planning and advisory services, including portfolio management for individuals, businesses, and investment companies.
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
07/12/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 07/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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