Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2023-09-08 |
| FL | RA | APPROVED | 2021-06-02 |
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 |
|---|---|---|---|---|
| Metlife Investors Distribution Company | Charlotte | NC | 10/2015 | 03/2017 |
| Brighthouse Securities, Llc | Charlotte | NC | 03/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2017 | 05/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 10/2017 | 05/2021 |
| Fisher Investments | Camas | WA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-12 |
Reach out to this advisor