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Rachel Moudy

Fisher Investments

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About Rachel Moudy

Rachel Moudy is an investment advisor representative with Fisher Investments. Rachel is licensed to provide investment advice in Texas and Washington. Rachel obtained their Series 65 license in December 2023. Rachel has over three years of experience in the financial services industry. Rachel has a history of working for various financial institutions including Fisher Investments, Flywheel (now WP Engine), University of Nebraska at Omaha, Clark College, and Outback Steakhouse. Prior to joining Fisher Investments, Rachel worked for a variety of companies in the financial services industry, including Flywheel (now WP Engine) and University of Nebraska at Omaha. Rachel is currently employed by Fisher Investments and provides investment advice services to a wide range of clients, including corporations, individuals, and pooled investment vehicles. Fisher Investments is a privately held, employee-owned investment firm based in Plano, Texas.

Firm Information

Rachel Moudy 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.

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financial planning services

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

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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percentage of assets

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

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performance-based fees

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

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Rachel Moudy’s Registration & Firm History

WA

12/15/2023 - Present

Fisher Investments (Camas WA)

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Licenses & Designations

IA

Issued 12/15/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Moudy.
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