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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-03-24 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 03/2014 | 03/2018 |
| Fisher Investments | Camas | WA | 03/2018 | 12/2021 |
| Fisher Investments | Camas | WA | 12/2021 | Present |
Heritage Place Condos; No; Vancouver, WA; HOA board; board president; 01/2024; 10 monthly; 0; Part of my role is to direct funding to required maintenance items, oversee banking relationship via Treasurer and possible action on long term investments. I would not be recommending specific investments Pamelas Pines LLC; No; Rhododendron, OR 97049; Rental property; After workday; Owner; List property as a short-term rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-18 |
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