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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-19 |
| TX | RA | APPROVED | 2018-04-24 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Birmingham, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2015 | 11/2017 |
| Fisher Investments | Plano | TX | 04/2018 | Present |
| Unemployed | Royal Oak | MI | 11/2017 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-25 |
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