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Michael Gillard is an Investment Advisor Representative with Fisher Investments. Michael is registered with the state of Washington and Texas. Michael has 1 active state exam, the Uniform Investment Adviser Law Examination (Series 65) and has been in the industry since June 2021. Michael has experience at several firms including Morgan Stanley, U-Haul, and Five Guys Enterprises. Michael's current firm is Fisher Investments which has offices in Plano, Texas and Camas, Washington.
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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2
TX
09/08/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 09/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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