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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2023-07-08 |
| TX | RA | APPROVED_RES | 2023-07-07 |
| WA | RA | APPROVED | 2017-02-23 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2011 | 12/2016 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2011 | 12/2016 |
| Fisher Investments | Camas | WA | 02/2017 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)FINITY TAX. VANCOUVER, WA. STARTED 12/2014 AS REFERRAL SOURCE. CPA/ENROLLED AGENT/TAX PREPARER/ACCOUNTING SERVICES. SPENDS 1 HR/MO, NONE DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-31 |
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