Elizabeth Anne Dhillon

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

• 07/2011 → Present
  Fisher Investments
  Woodside, CA

Other Businesses

--Name of the other business: BURNTOWN FITNESS --Investment-related? NO --Address of the other business: 192ND & 20TH STREET, VANCOUVER WA --Nature of the other business: GROUP FITNESS AND TRAINING --Position, title, or relationship with the other business: CO-OWNER AND INVESTOR --Start date of your relationship: 01/01/2017 --Approximate number of hours/month you devote to the other business: 11-20 --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: ASSISTS WITH STRATEGIC PLANNING AND BUSINESS FORECASTING. PROVIDES SEED CAPITAL AND OPERATING CAPITAL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-25
• S66 Uniform Combined State Law Examination
  2002-10-01

Other Names

• Elizabeth Anne Morse
• Elizabeth Anne Morse