Best Investors Account Sign in
Inactive

Lawrence Louis Velarde

Fisher Investments

Cumberland, RI

Plano, TX

CRD 4416964

Claim This Profile
Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-07-09
TX RA APPROVED_RES 2022-08-16
RI RA APPROVED 2017-10-20
  • KY RA
    APPROVED
    Since 2026-07-09
  • TX RA
    APPROVED_RES
    Since 2022-08-16
  • RI RA
    APPROVED
    Since 2017-10-20

Branch Locations

Cumberland, RI • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Cambridge MA 03/2014 09/2017
Tiaa-Cref Individual & Institutional Services, Llc Cambridge MA 03/2014 09/2017
Fisher Investments Camas WA 10/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-01
  • S66 Uniform Combined State Law Examination
    2014-05-01
Other Names
  • Lawrence Velarde

View on SEC IAPD

More in Cumberland, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor