Ryan Beardsley

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

• 12/2015 → 10/2016
  Edward Jones
  Tacoma, WA
• 11/2021 → Present
  Fisher Investments
  Camas, WA
• 10/2016 → 04/2018
  Dillanos Coffee Roaster
  Sumner, WA
• 05/2017 → 10/2021
  Summit Christian Fellowship
  Tacoma, WA

Previous Registrations

• 2016-04-01 → 2016-10-05
  Edward Jones
  Tacoma, WA
  St Louis, MO
  University Place, WA

Other Businesses

the name of the other business; OUTLIER INVESTMENTS, LLC | R&R HOLDING GROUP, LLC whether the business is investment-related; NO the address of the other business; TACOMA, WA the nature of the other business; REAL ESTATE INVESTMENTS your position; SOLE OWNER/GOVERNOR | CO OWNER the start date of your relationship; 03/25/21 | 12/08/20 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; OVERSEE INVESTMENT PROPERTIES, SHORT TERM AND LONG TERM RENTALS | OWN RENTAL PROPERTIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-28
• S66 Uniform Combined State Law Examination
  2016-02-08

Other Names

• Ryan James Beardsley