James Cameron Warner Kindred

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

• 02/2021 → 01/2024
  Equitable Advisors, Llc
  New York, NY
• 05/2018 → 08/2018
  Taylor Farms Texas
  Dallas, TX
• 01/2015 → 05/2017
  North Texas Sports Officials
  Grapevine, TX
• 09/2018 → 03/2020
  Ou Hockey Club
  Norman, OK
• 08/2017 → 12/2020
  University Of Oklahoma
  Norman, OK
• 08/2013 → 05/2017
  Townview Magnet Center School Of Science & Engineering
  Dallas, TX
• 01/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-08-09 → 2024-01-09
  Equitable Advisors, Llc
  Fort Worth, TX

Other Businesses

?the name of the other business: U90C Management Group, LLC. ?whether the business is investment-related: NO ?the address of the other business: 1819 Firman Drive Suite 145 Richardson, TX 75081 ?the nature of the other business: Youth soccer tournaments and leagues ?your position: Tournament Site Coordinator ?title, or relationship with the other business: Tournament Site Coordinator; began as an intern in college and was retained as weekend tournament staff ?the start date of your relationship: 05/16/2019 ?the approximate number of hours/month you devote to the other business: 30 hours/month ?the number of hours you devote to the other business during securities trading hours: 0 hours, only work on weekends ?and briefly describe your duties relating to the other business: Manage the tournament staff I'm responsible for, scoring entry, rules clarifications, equipment set-up/tear-down.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-16

Other Names

• James Kindred