Best Investors Account Sign in
Inactive

Christine Karen Lewin

Fisher Investments

Plano, TX

Plano, TX

CRD 7303215

Claim This Profile
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 2020-12-11
  • TX RA
    APPROVED
    Since 2020-12-11

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Plano TX 09/2019 Present
Fisher Investments Camas WA 08/2016 09/2019
Other Businesses

the name of the other business; The Big D Bachelorette Services, LLC whether the business is investment-related; No the address of the other business; 4920 Redwood Dr, McKinney, TX 75070 the nature of the other business; Event hosting your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 09/01/2025 the approximate number of hours/month you devote to the other business; 10 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; Dallas, known as "Big D", is a popular bachelorette party destination. This company will specialize in helping decorate the space, primarily with balloons and setting up photo backdrops. It's a passion project to help brides have the bachelorette party of their dreams. No business has started yet. The website domain has been purchased but is not up and running yet. I plan to have a social media presence, but at this time there is not any social media related to this company yet. My name will not be on the website or the social media. No money has been exchanged yet.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-11
  • S65 Uniform Investment Adviser Law Examination
    2020-12-11
Other Names
  • Christine Karen Orr

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor