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Christopher James Talbert

Fisher Investments

Plano, TX

Camas, WA

CRD 5911846

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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
TX RA APPROVED 2023-07-24
WA RA APPROVED 2020-02-07
  • TX RA
    APPROVED
    Since 2023-07-24
  • WA RA
    APPROVED
    Since 2020-02-07

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
Foreside Fund Services, Llc Brattleboro VT 08/2012 05/2018
Teucrium Trading, Llc Brattleboro VT 08/2012 05/2018
Fisher Investments Camas WA 02/2020 Present
Wellington Management Company Boston MA 07/2018 07/2019
Unemployed Boston MA 07/2019 02/2020
  • 08/2012 → 05/2018
    Foreside Fund Services, Llc
    Brattleboro, VT
  • 08/2012 → 05/2018
    Teucrium Trading, Llc
    Brattleboro, VT
  • 02/2020 → Present
    Camas, WA
  • 07/2018 → 07/2019
    Wellington Management Company
    Boston, MA
  • 07/2019 → 02/2020
    Unemployed
    Boston, MA
Other Businesses

(1)Rental Property; Burlington, VT; Non-Investment Related; Began 06/01/2016; Owner, Basic Property Management; 2 hours per month with zero hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-03
S63 Uniform Securities Agent State Law Examination 2012-09-11
  • S65 Uniform Investment Adviser Law Examination
    2014-09-03
  • S63 Uniform Securities Agent State Law Examination
    2012-09-11
Designations
  • Chartered Financial Analyst
Other Names
  • Talbert Christopher

View on SEC IAPD

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