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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 | 2026-03-23 |
| WA | RA | APPROVED | 2016-08-15 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 11/2010 | Present |
?Name of the other business: TRUE NORTH ?Investment-related? NO ?Address of the other business: 3045 BELLINGER LANE MEDFORD, OR 97501 ?Nature of the other business: NON-PROFIT SUPPORTING FAMILY WHOLENESS & RELATIONSHIPS ?Position, title, or relationship with the other business: BOARD OF DIRECTORS ?Start date of your relationship: 06/17/19 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: ATTEND SEMI-ANNUAL BOARD MEETING & TAKE PART IN VOTING ON CERTAIN MATTERS TO HELP MOVE THE NONPROFIT FORWARD IN LIVING OUT IT'S MISSION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-15 |
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