Inactive

Luis Malpica

Fisher Investments

CRD 7436323

Claim This Profile

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

Authority	Category	Status	Date
OR	RA	APPROVED	2026-02-13
TX	RA	APPROVED	2023-08-31
WA	RA	APPROVED	2022-01-10

OR RA
APPROVED

Since 2026-02-13
TX RA
APPROVED

Since 2023-08-31
WA RA
APPROVED

Since 2022-01-10

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

Organization	City	State	From	To
Fisher Investments	Camas	WA	08/2021	Present
California State Parks	Huntington Beach	CA	06/2015	Present
The North Face	Costa Mesa	CA	10/2017	07/2021
Terranea Resport And Spa	Rancho Palos Verde	CA	01/2017	06/2017
On24	San Fransisco	CA	11/2020	05/2021

08/2021 → Present

Fisher Investments

Camas, WA
06/2015 → Present

California State Parks

Huntington Beach, CA
10/2017 → 07/2021

The North Face

Costa Mesa, CA
01/2017 → 06/2017

Terranea Resport And Spa

Rancho Palos Verde, CA
11/2020 → 05/2021

On24

San Fransisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-01-10

S65 Uniform Investment Adviser Law Examination

2022-01-10

Other Names

Will Malpica

View on SEC IAPD

More in Plano, TX

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor