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Benjamin Barbour

Fisher Investments

Plano, TX

Tampa, FL

CRD 7337854

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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
FL RA APPROVED 2025-06-24
TX RA APPROVED 2025-06-12
  • FL RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-12

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Martin L King Jr. Blvd Suite 600, Tampa, FL 33607 • 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 Vancouver WA 07/2022 12/2023
Fisher Investments Tampa FL 12/2023 05/2025
Fisher Investments Tampa FL 05/2025 Present
Washington And Lee University Lexington VA 07/2018 05/2022
Gonzaga College High School Dc DC 01/2015 04/2018
Northwestern Mutual Rockville MD 06/2021 08/2021
  • 07/2022 → 12/2023
    Fisher Investments
    Vancouver, WA
  • 12/2023 → 05/2025
    Fisher Investments
    Tampa, FL
  • 05/2025 → Present
    Fisher Investments
    Tampa, FL
  • 07/2018 → 05/2022
    Washington And Lee University
    Lexington, VA
  • 01/2015 → 04/2018
    Gonzaga College High School
    Dc, DC
  • 06/2021 → 08/2021
    Northwestern Mutual
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12

View on SEC IAPD

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