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Naomi Marie Pent

Fisher Investments

Plano, TX

Camas, WA

CRD 7270226

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-17
WA RA APPROVED 2020-06-30
  • TX RA
    APPROVED_RES
    Since 2023-06-17
  • WA RA
    APPROVED
    Since 2020-06-30

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
OrganizationCityStateFromTo
Fisher Investments Camas WA 06/2020 Present
County Of Hawaii Hilo HI 05/2018 06/2020
Hale Hoola Hamakua Honokaa HI 06/2017 04/2018
Jackson Rancheria Casino Hotel Jackson CA 06/2014 03/2017
  • 06/2020 → Present
    Fisher Investments
    Camas, WA
  • 05/2018 → 06/2020
    County Of Hawaii
    Hilo, HI
  • 06/2017 → 04/2018
    Hale Hoola Hamakua
    Honokaa, HI
  • 06/2014 → 03/2017
    Jackson Rancheria Casino Hotel
    Jackson, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-25
  • S65 Uniform Investment Adviser Law Examination
    2020-01-25
Other Names
  • Naomi Miller

View on SEC IAPD

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