Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lully is a financial advisor at Fisher Investments. Jennifer is a registered Investment Advisor Representative in Texas and Washington. Jennifer has been in the industry since August 2015 and previously worked at Fidelity Brokerage Services LLC. Jennifer holds the Series 63, Series 65, Series 7 and SIE exams and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jennifer specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jennifer is also a founder and CEO of Broken Mirror, LLC., an eco-fashion, beauty and art online business, and a Startup Club Manager for The Startup Club, a networking group in the food and beverage industry.
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.
1
2
TX
11/07/2022 - Present
Fisher Investments (PLANO TX)
UT
08/11/2020 - 06/10/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CA
08/10/2015 - 11/16/2018
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
IA
Issued 11/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jennifer Lully is the right advisor for you? Invested Better is here to help.
