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Garrett Landon West

Fisher Investments

Plano, TX

CRD 7008955

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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
TX RA APPROVED 2024-09-12
  • TX RA
    APPROVED
    Since 2024-09-12

Branch Locations

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
Td Ameritrade Southlake TX 09/2018 10/2019
Openroad Lending Fort Worth TX 07/2017 08/2018
Unemployed Looking For Work Edmond OK 05/2017 07/2017
Wayland Baptist University Plainview TX 08/2016 05/2017
Ameriprise Financial Services, Inc Grapevine TX 11/2019 03/2020
Ameriprise Financial Services, Llc Grapevine TX 03/2020 08/2024
Fisher Investments Plano TX 09/2024 Present
  • 09/2018 → 10/2019
    Td Ameritrade
    Southlake, TX
  • 07/2017 → 08/2018
    Openroad Lending
    Fort Worth, TX
  • 05/2017 → 07/2017
    Unemployed Looking For Work
    Edmond, OK
  • 08/2016 → 05/2017
    Wayland Baptist University
    Plainview, TX
  • 11/2019 → 03/2020
    Ameriprise Financial Services, Inc
    Grapevine, TX
  • 03/2020 → 08/2024
    Grapevine, TX
  • 09/2024 → Present
    Plano, TX
Previous Registrations
  • 2019-11-27 → 2024-09-05
    Grapevine, TX
    Harrisonburg, VA
    Carrollton, TX
  • 2018-11-20 → 2019-10-12
    Td Ameritrade, Inc.
    Westlake, TX
  • 2018-11-20 → 2019-10-12
    Td Ameritrade Investment Management, Llc
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-19
  • S66 Uniform Combined State Law Examination
    2018-11-19

View on SEC IAPD

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