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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 | 2025-07-03 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 11/2020 |
| Lowe's Companies, Inc. | Schertz | TX | 08/2018 | 03/2020 |
| Unemployed | Selma | TX | 05/2018 | 08/2018 |
| Victoria's Secret | San Antonio | TX | 10/2014 | 05/2018 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 05/2021 | 06/2025 |
| Charles Schwab Bank, Ssb | San Antonio | TX | 05/2021 | 06/2025 |
| Unemployed | Selma | TX | 12/2020 | 04/2021 |
| Fisher Investments | Plano | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-05 |
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