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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 | 2023-09-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Fisher Investments | Dallas | TX | 05/2021 | Present |
| Northwestern Mutual | Tysons Corner | VA | 05/2020 | 08/2020 |
| Stonewall Golf Club | Manassas | VA | 05/2019 | 08/2019 |
| Chick-Fil-A | Fairfax | VA | 04/2017 | 08/2018 |
| Highschool | Chantilly | VA | 08/2013 | 05/2017 |
| Full-Time College Student At The University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-07 |
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