Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Faulkner is an Investment Advisor Representative at Fisher Investments. Rachel has been with Fisher Investments since January 2016. Rachel holds a Series 65 license and is registered in Texas and Washington. Rachel specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Rachel has a background in finance and worked as a student assistant at Washington State University.
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
05/25/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 05/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Rachel Faulkner is the right advisor for you? Invested Better is here to help.
