Thomas J Bourg

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 06/2019
  Invesco Distributors, Inc.
  Houston, TX
• 06/2010 → 06/2019
  Invesco Advisers, Inc.
  Houston, TX
• 12/2019 → 06/2025
  Sage Advisory Services
  Austin, TX
• 06/2019 → 12/2019
  Unemployed
  Gilbonia, PA
• 08/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-01-02 → 2025-06-23
  Sage Advisory Services Ltd Co
  Gilbonia, PA
  Austin, TX
• 2010-06-08 → 2019-05-31
  Invesco Advisers, Inc.
  Atlanta, GA
  Phoenixville, PA
  Gibsonia, PA
• 2005-01-01 → 2010-06-03
  Van Kampen Advisors Inc
  Oakbrook Terrace, IL

Exams

• S66 Uniform Combined State Law Examination
  2004-12-17
• S63 Uniform Securities Agent State Law Examination
  2001-08-03

Other Names

• Thomas Joseph Bourg