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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-15 |
| TX | RA | APPROVED_RES | 2023-11-13 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
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 |
|---|---|---|---|---|
| Private Portfolio, Inc | San Diego | CA | 11/2015 | 11/2016 |
| Fisher Investments | Camas | WA | 11/2016 | 10/2021 |
| Vinovest | Culver City | CA | 10/2021 | 06/2022 |
| Codesmith | Camas | WA | 07/2022 | 12/2022 |
| Self-Employed | Camas | WA | 01/2023 | 08/2023 |
| Private Portfolio, Inc. | Camas | WA | 09/2023 | 11/2023 |
| Fisher Investments | Camas | WA | 11/2023 | Present |
Ritual Wine LLC; No; 711 NE 5th Ave, Camas, WA; Wine Guide; Wine Guide; 09/2024; Weekends; 0; Lead guide on winery tours in the willamette valley & Columbia Gorge
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-23 |
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