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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lorber is an investment advisor representative with Fisher Investments, registered in Texas. Todd has been in the industry since September 2011. Todd has passed the Series 65 exam, and the Series 3. Todd's firm is Fisher Investments, which is a Registered Investment Advisor firm headquartered in Plano, TX. Fisher Investments manages over $298.7 billion of assets and services a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
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
06/30/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2008
Series 3 - National Commodity Futures Examination
Active
Inactive
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