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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-22 |
Branch Locations
6500 International Parkway Apt 2050, Plano, TX 75093 • 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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2022 | Present |
| Unemployed/Travel | Saint Johns | FL | 08/2021 | 01/2022 |
| Bank Of America/Merrill Lynch | Jacksonville | FL | 02/2019 | 08/2021 |
| Bank Of America/Merrill Lynch | Jacksonville | FL | 09/2018 | 02/2019 |
| Dalton Agency | Jacksonville | FL | 01/2018 | 04/2018 |
| University Of North Florida | Jacksonville | FL | 08/2015 | 04/2018 |
| Hurricane Grill And Wings | Saint Johns | FL | 08/2016 | 11/2016 |
| Unemployed | Saint Johns | FL | 04/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-22 |
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