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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-13 |
| WA | RA | APPROVED | 2015-03-10 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 02/2010 | Present |
Name of other business: Lifetime Legacy LLC --Investment-related? NO --Address of the other business: Cheyenne, WY --Nature of the other business: Holding Company for rental properties --Position, title, or relationship with the other business: Managing Member --Start date of your relationship: 01/01/2025 --Approximate number of hours/month you devote to the other business: 2 hours --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: Owner Name of other business: Growth Management LLC --Investment-related? NO --Address of the other business: CAMAS, WA 98607 --Nature of the other business: Property Management for personally owner rental properties --Position, title, or relationship with the other business: Managing Member --Start date of your relationship: 03/01/2025 --Approximate number of hours/week you devote to the other business: 3 hours weekly --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: Owner --Name of the other business: RODAN & FIELDS --Investment-related? NO --Address of the other business: 136 NW OGDEN STREET, CAMAS, WA 98607 --Nature of the other business: SKIN CARE PRODUCT SALES AND CONSULTING --Position, title, or relationship with the other business: CONSULTANT --Start date of your relationship: 07/24/2017 --Approximate number of hours/month you devote to the other business: 21-40 --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: PRODUCT PROMOTION, SALES AND TRAINING the name of the other business; Pathway to Promise Foundation whether the business is investment-related; no the address of the other business; 4523 NE Everett Drive the nature of the other business; non-profit your position; Authorized Individual/Control Persno title, or relationship with the other business; Authorized Individual/Control Persno the start date of your relationship; 01/01/2026 the approximate number of hours/month you devote to the other business; 4/monthly the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Non-Profit organization established to provide low income housing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-10 |
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