Alexandra N Campbell

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

• 06/2015 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 06/2015 → 05/2019
  Bank Of America, N.A.
  Northbrook, IL
• 11/2023 → Present
  Fisher Investments
  Plano, TX
• 06/2019 → 10/2020
  Fidelity Investments
  Highland Park, IL
• 10/2020 → Present
  Katalista Academy
  Reno, NV

Previous Registrations

• 2019-06-25 → 2020-10-05
  Fidelity Personal And Workplace Advisors
  Highland Park, IL
• 2017-11-21 → 2019-05-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
  Lake Forest, IL
  Lake Forest, IL
  Northbrook, IL
  Northbrook, IL
  Northbrook, IL
  Lincolnshire, IL
  Highland Park, IL
  Northbrook, IL

Other Businesses

the name of the other business; Katalista Academy whether the business is investment-related; No the address of the other business; Reno NV 89521 the nature of the other business; Provider of DISC Behavior Assessments and services. your position; Founder and CEO title, or relationship with the other business; Owner / Founder / CEO the start date of your relationship; 10/01/2020 the approximate number of hours/month you devote to the other business; Roughly 5 hours a week or 20 hours a month. the number of hours you devote to the other business during securities trading hours; and briefly describe your duties relating to the other business; No time is devoted to the business during securities trading hours unless there is an emergency (this has never happened, ever). All business activities take place before or after work hours, or during the weekends. Responsibilities entail content creation, marketing, and the oversight of the automated facilitation of DISC behavior assessments and services.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-17

Other Names

• Alexandra Gaitan
• Alexandra Golden
• Alexandra Nichole Golden
• Alexandra N Campbell
• Alexandra Campbell