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Brian Patrick Marion

Fisher Investments

Plano, TX

Camas, WA

CRD 5938085

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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_RES 2023-07-24
WA RA APPROVED 2018-12-04
  • TX RA
    APPROVED_RES
    Since 2023-07-24
  • WA RA
    APPROVED
    Since 2018-12-04

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
Fidelity Brokerage Services, Llc Covington KY 06/2014 01/2017
Pnc Investments Charlotte NC 01/2017 10/2018
Fisher Investments Camas WA 12/2018 Present
  • 06/2014 → 01/2017
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 01/2017 → 10/2018
    Pnc Investments
    Charlotte, NC
  • 12/2018 → Present
    Fisher Investments
    Camas, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-28
S63 Uniform Securities Agent State Law Examination 2015-04-23
  • S66 Uniform Combined State Law Examination
    2015-09-28
  • S63 Uniform Securities Agent State Law Examination
    2015-04-23
Other Names
  • Brian P Marion

View on SEC IAPD

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