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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Addison | TX | 08/2011 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 08/2011 | 05/2020 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 05/2020 |
| Charles Schwab And Co., Inc. | Westlake | TX | 05/2020 | 09/2022 |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | 09/2022 |
| The Vanguard Group, Inc. | Plano | TX | 09/2022 | 01/2024 |
| Fisher Investments | Plano | TX | 11/2024 | Present |
| Unemployed | Garland | TX | 01/2024 | 11/2024 |
NAME OF BUSINESS: Rental Property NVESTMENT RELATED ADDRESS (City/State): Rockwall, TX NATURE OF BUSINESS: Rental Property POSITION: Owner START DATE: 09/2012 APPROX. HOURS PER MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Collect Rental Income NAME OF BUSINESS: Group 1 Insurance License INVESTMENT RELATED ADDRESS (City/State): Garland, TX NATURE OF BUSINESS: Insurance License POSITION: None START DATE: 09/2003 APPROX. HOURS PER MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Maintain insurance license
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-24 |
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