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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 | 2021-08-30 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
6500 International Pkwy Suite 2050, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Book Country Club Pool | Mcmurray | PA | 07/2016 | 07/2021 |
| Wealth Management Resources | Mcmurray | PA | 05/2016 | 06/2021 |
| Grove Point Investments, Llc. | Rockville | MD | 05/2016 | 06/2021 |
| Fisher Investments | Plano | TX | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-25 |
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