Brad B Mccollester

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 10/2021
  Fifth Third Bank
  Franklin, TN
• 04/2017 → 01/2019
  Suntrust Bank
  Franklin, TN
• 01/2017 → 04/2017
  United Parcel Service
  Nashville, TN
• 06/2016 → 01/2017
  Thirst Project
  Los Angeles, CA
• 02/2020 → 10/2021
  Fifth Third Securities
  Franklin, TN
• 10/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-09-28 → 2021-10-06
  Fifth Third Securities, Inc.
  Franklin, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-24
• S63 Uniform Securities Agent State Law Examination
  2020-06-22