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Brian C Robinson

Fisher Investments

Indianapolis, IN

Plano, TX

CRD 7003224

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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
IN RA APPROVED 2024-10-16
TX RA APPROVED 2024-10-16
  • IN RA
    APPROVED
    Since 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

Branch Locations

Indianapolis, IN • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Viralhog Bozeman MT 06/2015 06/2017
Trade Risk Guaranty Bozeman MT 07/2017 05/2018
Wealthvest Marketing, Inc. Bozeman MT 06/2018 09/2024
The Leaders Group, Inc. Littleton CO 08/2018 01/2024
World Equity Group, Inc. Chicago IL 01/2024 09/2024
Fisher Investments Plano TX 10/2024 Present
  • 06/2015 → 06/2017
    Viralhog
    Bozeman, MT
  • 07/2017 → 05/2018
    Trade Risk Guaranty
    Bozeman, MT
  • 06/2018 → 09/2024
    Wealthvest Marketing, Inc.
    Bozeman, MT
  • 08/2018 → 01/2024
    The Leaders Group, Inc.
    Littleton, CO
  • 01/2024 → 09/2024
    World Equity Group, Inc.
    Chicago, IL
  • 10/2024 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
S63 Uniform Securities Agent State Law Examination 2018-12-05
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07
  • S63 Uniform Securities Agent State Law Examination
    2018-12-05

View on SEC IAPD

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