Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Swofford is a registered investment advisor representative with Fisher Investments. Stephen has been in the industry since October 2012 and is currently registered in Pennsylvania and Texas. Stephen obtained his Series 65 license on April 27, 2015, and focuses on providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments has been serving clients for over 40 years and manages over $300 billion in assets for high net worth individuals, families, foundations, and institutions. The firm provides financial planning, portfolio management, and other advisory services.
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
11/17/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Stephen Swofford is the right advisor for you? Invested Better is here to help.
