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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 | 2024-05-08 |
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 | Plano | TX | 03/2024 | Present |
| Wells Fargo Bank | Irving | TX | 11/2021 | 03/2024 |
| Iconma | Troy | MI | 10/2020 | 11/2021 |
| Vosler & Associates | Tampa | FL | 04/2020 | 04/2020 |
| Robert Half | Little Rock | AZ | 03/2020 | 04/2020 |
| American Income Life | Tampa | FL | 07/2019 | 02/2020 |
| Defenders Inc | Indianapolis | IN | 06/2019 | 06/2019 |
| Am Design And Cutting Service | Sarasota | FL | 04/2019 | 05/2019 |
| Colonial Life And Accident | Tampa | FL | 01/2019 | 03/2019 |
| Jaffe Tilchin Wealth Management | Tampa | FL | 12/2016 | 11/2018 |
| Eastwyn Theaters Inc | Tampa | FL | 11/2016 | 12/2016 |
| Bam Bam Pizza | Tampa | FL | 11/2016 | 12/2016 |
| Unemployed | Tampa | FL | 12/2018 | 12/2018 |
| Full-Time Student | Tampa | FL | 06/2016 | 10/2016 |
| Unemployed | Tampa | FL | 05/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
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