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William Ayigbatonye Allagoa

Fisher Investments

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About William Ayigbatonye Allagoa

William Allagoa is a financial advisor registered with Fisher Investments. William has been in the industry for over 10 years and is currently registered to provide investment advice in 53 states. He is licensed in Oregon, Texas, and Washington. William is a Series 63, 7TO, and SIE licensed advisor. William has worked with a variety of clients including high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. The advisor can provide portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, financial planning, and portfolio assessment.

Firm Information

William Allagoa is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Allagoa’s Registration & Firm History

TX

01/09/2025 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

BC

Issued 06/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Ayigbatonye Allagoa.
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