Walter Douglas Wilson

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

• 07/2013 → 02/2018
  Scottrade
  El Paso, TX
• 02/2018 → 09/2019
  Td Ameritrade, Inc.
  Elpaso, TX
• 02/2018 → 09/2019
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 10/2019 → 03/2021
  Raymond James & Associates, Inc
  El Paso, TX
• 03/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-10-01 → 2021-03-31
  Raymond James & Associates, Inc.
  El Paso, TX
• 2018-02-27 → 2019-09-11
  Td Ameritrade, Inc.
  Elpaso, TX
• 2018-02-26 → 2019-09-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Elpaso, TX
• 2017-03-07 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-03-07
• S63 Uniform Securities Agent State Law Examination
  2012-09-28

Other Names

• Walter Douglas Wilson