Marques A Lopez

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

• 06/2007 → Present
  Fisher Investments
  Woodside, CA

Other Businesses

the name of the other business; 3316 Osage St, LLC 1739 Boulder St, LLC 2933 Umatilla St, LLC 611 Village Rd 6290, LLC 344 Milwaukee St, LLC 191 Clayton Ln 309, LLC whether the business is investment-related ; No the address of the other business; 3316 Osage St 1739 Boulder St 2933 Umatilla St 611 Village Rd 6290 344 Milwaukee St 191 Clayton Ln 309 the nature of the other business; Real estate your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 01/05/2024 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Owner of rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-07