Best Investors Account Sign in
Inactive

Armando Neri

Fisher\Smb

Vancouver, WA

Carrollton, TX

Claim This Profile
Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-07-05
  • WA RA
    APPROVED
    Since 2024-07-05

Branch Locations

222 Ne Park Plaza Drive Suite 205, Vancouver, WA 98684 • United States

4100 International Parkway Suite 2000, Carrollton, TX 75007 • 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 Camas WA 04/2017 07/2024
Enterprise Kennewick WA 02/2017 04/2017
Washington State University - Rec Center Pullman WA 08/2015 12/2016
Washington State University Pullman WA 08/2014 12/2016
Fisher Retirement Solutions Llc Vancouver WA 07/2024 Present
  • 04/2017 → 07/2024
    Fisher Investments
    Camas, WA
  • 02/2017 → 04/2017
    Enterprise
    Kennewick, WA
  • 08/2015 → 12/2016
    Washington State University - Rec Center
    Pullman, WA
  • 08/2014 → 12/2016
    Washington State University
    Pullman, WA
  • 07/2024 → Present
    Fisher Retirement Solutions Llc
    Vancouver, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-22
  • S65 Uniform Investment Adviser Law Examination
    2020-05-22

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COLUMBIA RIVER FINANCIAL GROUP
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.

Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor