linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William James McGurk

Fisher Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William James McGurk

William McGurk is an Investment Advisor Representative with Fisher Investments. William McGurk is currently registered with the state of Florida and Texas. William McGurk has been in the financial industry since May 2020. Before joining Fisher Investments, William McGurk was associated with Fidelity Brokerage Services LLC. William McGurk holds the Series 7TO, Series 63, and Series 66 licenses. William McGurk specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

William McGurk 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William McGurk’s Registration & Firm History

FL

06/11/2024 - Present

Fisher Investments (Tampa FL)

FL

09/03/2020 - 05/20/2024

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

Not sure if William James McGurk is right for you?

Licenses & Designations

BOTH

Issued 03/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William James McGurk.
Not sure if William James McGurk is right for you?