Charla Scott Deterville

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

• 03/2020 → 06/2023
  Jpmorgan Chase Bank, N.A.
  Kenner, LA
• 05/2020 → 06/2023
  J.P. Morgan Securities Llc
  Kenner, LA
• 11/2017 → 05/2019
  Allstate Insurance Company
  Metairie, LA
• 01/2017 → 11/2017
  Broadspire
  Metairie, LA
• 09/2002 → 10/2016
  State Farm Insurance Co
  Harahan, LA
• 11/2016 → 12/2016
  Unemployed
  Gretna, LA
• 06/2019 → 02/2020
  Unemployed
  Gretna, LA
• 04/2020 → 02/2023
  Greater Grace Fellowship
  New Orleans, LA
• 07/2023 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-10-06 → 2023-07-01
  J.P. Morgan Securities Llc
  Kenner, LA
  Kenner, LA
  Harahan, LA
  Plano, TX
  Plano, TX
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-10-02

Other Names

• Charla Kanieka Scott
• Kanieka Scott
• Charla Deterville
• Charla S Deterville
• Charla Scott Deterville