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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-15 |
| FL | RA | APPROVED | 2021-06-24 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 01/2021 | Present |
| Unemployed | Siesta Key | FL | 04/2020 | 01/2021 |
| Grand Valley State University | Allendale | MI | 09/2016 | 04/2020 |
| Franklin Templeton | St. Petersburg | FL | 05/2019 | 09/2019 |
| The Legacy Center | Brighton | MI | 09/2014 | 09/2016 |
NAME OF OTHER BUSINESS:TIK TOK INVESTMENT-RELATED?NO ADDRESS OF OTHER BUSINESS: 21122 ERWIN STREET, WOODLAND HILLS, CA NATURE OF OTHER BUSINESS:SOCIAL MEDIA POSTION OR TITLE:CREATOR START DATE OF YOUR RELATIONSHIP:Apr-20 NUMBER OF HOURS DEVOTED TO BUSINESS:100 NUMBER OF HOURS DEVOTED TO BUSINESS DURING TRADING HOURS:0 DUTIES RELATED TO OTHER BUSINESS:MAKE FUNNY VIDEOS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-18 |
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