Christy L Davis

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

• 09/2018 → 08/2021
  J.P. Morgan Securities Llc
  Plano, TX
• 06/2017 → 09/2018
  Academic Partnerships
  Dallas, TX
• 04/2016 → 06/2017
  Careington International
  Frisco, TX
• 08/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-01-14 → 2021-08-05
  J.P. Morgan Securities Llc
  Duncanville, TX
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-31
• S66 Uniform Combined State Law Examination
  2019-01-09

Other Names

• Christy Lavon Shanks
• Christy L Davis
• Christy Lavon Davis