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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 Marsh is a financial advisor who specializes in providing investment advisory services to individuals, families, and businesses. He holds a Series 65 license and is registered as an investment advisor representative in Texas and Florida. William is currently employed by Fisher Investments and works out of their Plano, TX branch. William brings a wealth of experience in the financial industry. Before joining Fisher Investments, William worked as a financial advisor for Ameriprise Financial in Springfield, MO, William has a background in finance and business.
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
07/26/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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