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Lindsey Rae Youngblood

Fisher Investments

Longmont, CO

Plano, TX

CRD 7224084

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-01
TX RA APPROVED 2020-06-19
  • CO RA
    APPROVED
    Since 2026-06-01
  • TX RA
    APPROVED
    Since 2020-06-19

Branch Locations

Longmont, CO • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TX 10/2019 Present
Agility Communication Group Dallas TX 08/2018 10/2019
Global Data Technology San Angelo TX 01/2015 08/2018
  • 10/2019 → Present
    Fisher Investments
    Plano, TX
  • 08/2018 → 10/2019
    Agility Communication Group
    Dallas, TX
  • 01/2015 → 08/2018
    Global Data Technology
    San Angelo, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-19
  • S65 Uniform Investment Adviser Law Examination
    2020-06-19

View on SEC IAPD

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