Luis Casian

Current Employers

Fisher Investments

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-10-04
CA	RA	APPROVED	2012-10-05

TX RA
APPROVED_RES

Since 2023-10-04
CA RA
APPROVED

Since 2012-10-05

Branch Locations

1450 Fashion Island Blvd, San Mateo, CA 94404 • United States

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

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fisher Investments	Woodside	CA	09/2012	Present

09/2012 → Present

Fisher Investments

Woodside, CA

Previous Registrations

2012-01-03 → 2012-09-27

Schwab Wealth Advisory, Inc.

Phoenix, AZ
2008-07-31 → 2011-12-31

Charles Schwab & Co., Inc.

Englewood, CO

Phoenix, AZ

Phoenix, AZ
2007-07-16 → 2008-06-27

Usaa Financial Planning Services

Phoenix, AZ
2006-10-04 → 2007-05-17

Ameriprise Financial Services, Llc

Phoenix, AZ

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-07-12

S66 Uniform Combined State Law Examination

2004-07-12

Other Names

Luis Casian

View on SEC IAPD

Current Employers

Fisher Investments

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

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