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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-11 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin/Templeton Distributors, Inc. | St. Petersburg | FL | 02/2013 | 07/2021 |
| Franklin Templeton Financial Services Corp. | St Petersburg | FL | 09/2016 | 07/2021 |
| Franklin Distributors, Llc | St. Petersburg | FL | 07/2021 | 02/2025 |
| Fisher Investments | Tampa | FL | 06/2025 | Present |
| Unemployed | Palm Harbor | FL | 02/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-04-03 |
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