Terrence David Keller

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:

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-01-03
WA	RA	APPROVED	2020-06-02

TX RA
APPROVED_RES

Since 2023-01-03
WA RA
APPROVED

Since 2020-06-02

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Dr. Auto Import Car Repair	Felton	CA	03/2016	05/2017
Buoy Labs	Santa Cruz	CA	05/2017	11/2018
Fisher Investments	Camas	WA	01/2019	01/2020
Fisher Investments	Camas	WA	01/2020	Present

03/2016 → 05/2017

Dr. Auto Import Car Repair

Felton, CA
05/2017 → 11/2018

Buoy Labs

Santa Cruz, CA
01/2019 → 01/2020

Fisher Investments

Camas, WA
01/2020 → Present

Fisher Investments

Camas, WA

Other Businesses

Keller Ventures, DBA Martina Made Crochet Address - 3233 NW Pacific Rim Drive, Camas, WA 98607 Nature of Business - Selling completed crochet wares Position - Co-Owner, Technical Director Start date - 1/11/2021 Hrs per month - 11 to 20 outside of work Duties - Assist with technical and financial operations

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-06-02

S65 Uniform Investment Adviser Law Examination

2020-06-02

View on SEC IAPD