Benjamin Clarence Perry

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

• 09/2016 → 10/2016
  Unemployed
  Chesterfield, MO
• 11/2016 → 01/2021
  Td Ameritrade
  Fort Worth, TX
• 01/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2016-12-22 → 2021-01-11
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Plano, TX
• 2016-12-22 → 2020-12-31
  Td Ameritrade, Inc.
  Fort Worth, TX
  Omaha, NE
  Plano, TX
  Westlake, TX
• 2015-12-23 → 2016-06-15
  Equitable Advisors, Llc
  Minneapolis, MN
  Minneapolis, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2015-12-21

Other Names

• Benjamin Perry