Benjamin G Bamford

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 → 02/2017
  Efficient Market Advisors, Llc
  San Diego, CA
• 03/2017 → 05/2019
  Cantor Fitzgerald Investment Advisors Lp
  San Diego, CA
• 07/2019 → Present
  Personal Capital Advisors Corporation
  Dallas, TX
• 04/2023 → 04/2024
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 05/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-04-03 → 2024-04-30
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2019-07-17 → 2023-04-03
  Personal Capital Advisors Corporation
  Dallas, TX
  Denver, CO
• 2017-03-10 → 2019-05-01
  Cantor Fitzgerald Investment Advisors
  Dallas, TX
  New York, NY
• 2015-08-10 → 2017-03-24
  Efficient Market Advisors, Llc
  La Jolla, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-10

Designations

• Certified Financial Planner

Other Names

• Bucky Bamford