Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tommy? Claim Your ProfileTommy Trong Van is an Investment Advisor Representative at Fisher Investments. Tommy has been in the financial services industry for 2 years. Tommy holds a Series 65 license and is registered with the states of Texas and Washington. Tommy specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Tommy has a background in Senior Living, Oil & Gas, and Education. Tommy is committed to providing sound financial advice to help clients reach their financial goals.
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
08/10/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/09/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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