Cory Ross Mosburg

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 12/2020
  Wells Fargo Clearing Services, Llc
  La Jolla, CA
• 10/2018 → 04/2019
  Rick Mosburg Plumbing
  San Diego, CA
• 05/2018 → 10/2018
  Marine Street Financial
  La Jolla, CA
• 09/2017 → 05/2018
  San Diego Padres
  San Diego, CA
• 02/2017 → 06/2017
  Mammoth Mountain Resort
  Mammoth Lakes, CA
• 06/2015 → 02/2017
  Mrc, Smart Technology Solutions
  San Diego, CA
• 04/2021 → Present
  Fisher Investments
  Camas, WA
• 12/2020 → 04/2021
  Unemployed
  San Diego, CA

Previous Registrations

• 2019-07-12 → 2020-11-10
  Wells Fargo Clearing Services, Llc
  La Jolla, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-07-12

Other Names

• Cory Mosburg