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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 | 2023-08-24 |
| WA | RA | APPROVED | 2016-03-02 |
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 | 10/2015 | Present |
--Name of the other business: THIRTY-ONE GIFTS --Investment-related? NO --Address of the other business: 3425 MORSE CROSSING, COLUMBUS, OH 43219 --Nature of the other business: RETAIL: PURSES AND ORGANIZATIONAL ITEMS FOR YOUR HOUSE --Position, title, or relationship with the other business: CONSULTANT --Start date of your relationship: 08/31/2016 --Approximate number of hours/month you devote to the other business: 1-5 --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: SELL PURSES AND ORGANIZATIONAL HOME ITEMS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-01 |
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