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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-25 |
| TX | RA | APPROVED | 2024-03-11 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Service Inc | Fort Worth | TX | 08/2021 | 08/2022 |
| U.S Army | Lacey | WA | 06/2017 | 05/2021 |
| Starbucks | Dupont | WA | 10/2021 | 11/2021 |
| Full-Time Education | East Lake | FL | 01/2010 | 06/2017 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 08/2022 | 02/2024 |
| First Command Advisory Services, Inc | Fort Worth | TX | 08/2022 | 02/2024 |
| First Command Insurance Services, Inc | Fort Worth | TX | 08/2022 | 02/2024 |
| Fisher Investments | Tampa | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-20 |
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