Unclaimed
William Glaser is an Investment Advisor Representative with Fisher Investments. William has been in the industry since May 1999. William is registered with the state of California and Texas. William is also a licensed Investment Advisor Representative. William's firm, Fisher Investments, manages assets for high net worth individuals, corporations, and other clients. The firm's services include portfolio management, financial planning, 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.
1
2
TX
12/06/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/10/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure William Glaser is the right advisor for you? Invested Better is here to help.