linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Natalie Ann Morgan

Fisher Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Natalie? Claim Your Profile

About Natalie Ann Morgan

Natalie Ann Morgan is an Investment Advisor Representative associated with Fisher Investments. Natalie is registered with the state of Washington, where she is approved to provide investment advisory services, and with the state of Texas where she is approved to provide investment advisory services on a resident basis. Natalie is licensed in the Series 65 category and holds the Uniform Investment Adviser Law Examination license. Natalie has a diverse range of experience in the financial services industry. Prior to joining Fisher Investments, Natalie worked at Pacific University Library. Natalie is an established professional with a strong foundation in the field of financial services.

Firm Information

Natalie Morgan is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

portfolio assessment

Portfolio assessment

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Natalie Morgan’s Registration & Firm History

TX

08/12/2020 - Present

Fisher Investments (PLANO TX)

Not sure if Natalie Ann Morgan is right for you?

Licenses & Designations

IA

Issued 08/11/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalie Ann Morgan.
Not sure if Natalie Ann Morgan is right for you?