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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 | 2024-04-11 |
| WA | RA | APPROVED | 2020-08-07 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 06/2016 | 08/2017 |
| Fisher Investments | Camas | WA | 08/2017 | 08/2018 |
| Fisher Investments | Camas | WA | 08/2018 | Present |
the name of the other business; Tabor View Partners LLC, Innovation LLC, Innovation II LLC, Innovation III LLC, Benjamin Murphy LLC whether the business is investment-related; NO the address of the other business; Portland, OR the nature of the other business; Rental Properties your position; Owner the start date of your relationship; 03/01/21 the approximate number of hours/month you devote to the other business; one to five the number of hours you devote to the other business during securities trading hours; zero and briefly describe your duties relating to the other business; rental properties owned with spouse, communicate with property managers, approve/deny financial requests ------ Name of Organization/Company: Wonderwall Designs LLC Is the business investment related? No What is the address of the business? 14631 NW Ash St Portland OR 97231 Nature of the Business: Freelance design consultation for events Position/Title: Co-Founder When did you start working for this business? 08/02/21 Description of Duties: Freelance consultation for weddings + events from design perspective Does your role or position in this activity involve giving financial advice, or directing investments in stocks, bonds, mutual funds or other securities? No Will you be compensated? Yes Do you have a financial interest in the organization/company? If yes, please explain.: No Approximate # of hours/month you devote to this outside activity during non-business hours: 1 - 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
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