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Paul Cabrera Santos

Fisher Investments

Camas, WA

Plano, TX

CRD 4492158

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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
WA RA APPROVED 2007-06-06
  • WA RA
    APPROVED
    Since 2007-06-06

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
Fisher Investments Woodside CA 05/2004 Present
Previous Registrations
  • 2002-05-08 → 2004-04-26
    Wells Fargo Investments, Llc
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-07
  • S66 Uniform Combined State Law Examination
    2002-05-07
Other Names
  • Paul-Vincent Cabrera Santos
  • Paul Vincent Santos

View on SEC IAPD

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