Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Whiddon is an investment advisor representative registered with Fisher Investments. Shelby is licensed in Texas and has been in the industry since August 2020. Shelby holds the Series 65 license. Fisher Investments provides investment advice for various clients including insurance companies, investment companies, charitable organizations, high-net-worth individuals, investment advisers, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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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TX
12/08/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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