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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED_RES | 2023-07-12 |
| WA | RA | APPROVED | 2020-07-23 |
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 |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 05/2018 | Present |
| Maryville Nursing Home | Beaverton | OR | 09/2009 | 04/2018 |
the name of the other business; McDaniel High School Volleyball Booster Club whether the business is investment-related ; No the address of the other business; 2735 NE 82nd Ave 97220 the nature of the other business; Nonprofit your position; Co President title, or relationship with the other business; Co President the start date of your relationship; 08/01/2025 the approximate number of hours/month you devote to the other business; 6 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Newly formed 501c3 for my Daughter HS Volleyball team. We will work on raising funds for the team thru donations and other fundraisers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-23 |
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