Unclaimed
Tess Davenport is an Investment Advisor Representative at Fisher Investments. Tess has been in the industry since July 2024. Tess's primary registration is in Texas, and she is registered as an Investment Advisor Representative. Tess holds the Uniform Investment Adviser Law Examination (Series 65). Tess is associated with Fisher Investments' Plano, TX office.
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
01/01/2025 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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