Samuel Joseph Hawkinson

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

• 01/2013 → 06/2021
  Portland Tennis Center - Portland Parks And Recreation
  Portland, OR
• 06/2018 → 08/2020
  Alder Creek Kayak & Canoe
  Portland, OR
• 06/2019 → 06/2021
  United States Tennis Association Pacific Northwest
  Portland, OR
• 09/2016 → 06/2020
  Oregon State University
  Corvallis, OR
• 07/2020 → 08/2021
  Equitable Advisors,Llc
  New York, NY
• 09/2021 → 08/2024
  Charles Schwab & Co., Inc.
  Beaverton, OR
• 09/2021 → 08/2024
  Charles Schwab Bank, Ssb
  Beaverton, OR
• 03/2026 → Present
  Fisher Investments
  Camas, WA
• 08/2024 → 02/2026
  Rvk, Inc.
  Portland, OR

Previous Registrations

• 2022-01-24 → 2024-08-09
  Charles Schwab & Co., Inc.
  Lake Oswego, OR
  Beaverton, OR

Exams

• S66 Uniform Combined State Law Examination
  2022-01-22
• S63 Uniform Securities Agent State Law Examination
  2020-11-20

Other Names

• Sam Hawkinson
• Samuel Hawkinson