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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Greer Castiel is an Investment Advisor Representative, licensed in Florida and Texas. William is affiliated with Fisher Investments, a firm with over $298 billion in assets under management. William has a Series 65 license, signifying expertise in investment advisory laws. William's experience includes roles at Longboard Asset Management, LP, Self-Employed, Hart's Landing, Suncoast Fishing Adventures, Salvaggio's, and Fisher Investments. William's firm provides a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, and portfolio assessment.
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
07/22/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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