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Milo Terrence Perkins

Fisher Investments

Plano, TX

Camas, WA

CRD 7340177

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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 2023-07-19
WA RA APPROVED 2021-03-05
  • TX RA
    APPROVED_RES
    Since 2023-07-19
  • WA RA
    APPROVED
    Since 2021-03-05

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 05/2018 12/2020
Fisher Investments Camas WA 12/2020 Present
Green Bib Portland OR 12/2016 02/2018
Unemployed Wilsonville OR 06/2016 12/2016
  • 05/2018 → 12/2020
    Fisher Investments
    Camas, WA
  • 12/2020 → Present
    Fisher Investments
    Camas, WA
  • 12/2016 → 02/2018
    Green Bib
    Portland, OR
  • 06/2016 → 12/2016
    Unemployed
    Wilsonville, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-04
  • S65 Uniform Investment Adviser Law Examination
    2021-03-04

View on SEC IAPD

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