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Steven Andrew Thacker

Fisher Investments

Plano, TX

Camas, WA

CRD 6051355

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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 2023-10-04
WA RA APPROVED 2017-04-03
  • TX RA
    APPROVED_RES
    Since 2023-10-04
  • WA RA
    APPROVED
    Since 2017-04-03

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
Primerica Financial Services Portland OR 06/2016 01/2017
Pfs Investments Inc Portland OR 08/2016 01/2017
Cross Country Mortgage Newberg OR 06/2016 01/2017
Fisher Investments Camas WA 02/2017 Present
  • 06/2016 → 01/2017
    Primerica Financial Services
    Portland, OR
  • 08/2016 → 01/2017
    Pfs Investments Inc
    Portland, OR
  • 06/2016 → 01/2017
    Cross Country Mortgage
    Newberg, OR
  • 02/2017 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-03
S63 Uniform Securities Agent State Law Examination 2012-05-21
  • S65 Uniform Investment Adviser Law Examination
    2017-04-03
  • S63 Uniform Securities Agent State Law Examination
    2012-05-21
Other Names
  • Steven A Thacker
  • Steven Thacker
  • Steven A Thacker

View on SEC IAPD

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