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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_RES | 2022-11-21 |
| OR | RA | APPROVED | 2022-11-18 |
| WA | RA | APPROVED | 2021-11-09 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2020 | 10/2021 |
| Costco Wholesale | Redmond | WA | 05/2018 | 07/2018 |
| Costco Wholesale | Redmond | WA | 12/2018 | 06/2020 |
| Hff Lp | Seattle | WA | 06/2019 | 07/2019 |
| Rufalo Noel Levitz Llc | Pullman | WA | 02/2020 | 05/2020 |
| Butler Valet | Woodinville | WA | 05/2017 | 12/2017 |
| Washington State University | Snohomish | WA | 08/2016 | 05/2017 |
| Washington State University | Snohomish | WA | 01/2018 | 05/2018 |
| Washington State University | Pullman | WA | 07/2018 | 12/2018 |
| Fisher Investments | Camas | WA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-08 |
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