Brian William Bors

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

• 01/2016 → 02/2017
  Charles Schwab & Co., Inc
  Phoenix, AZ
• 02/2017 → 06/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 04/2017 → 06/2019
  Bank Of America, N.A.
  Chandler, AZ
• 08/2019 → 05/2021
  John Hancock Investment Management Distributors Llc
  Boston, MA
• 08/2019 → 05/2021
  John Hancock
  Tempe, AZ
• 05/2021 → 07/2022
  Fisher Investments
  Camas, WA
• 07/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-08-22 → 2021-05-05
  John Hancock Investment Management Llc
  Boston, MA
  Tempe, AZ
• 2017-03-28 → 2019-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Chandler, AZ
  Huntington Beach, CA
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2017-03-27
• S63 Uniform Securities Agent State Law Examination
  2016-06-17

Other Names

• Brian William Bors
• Brian Bors