Christian Morrison

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

• 05/2016 → 05/2018
  Whole Foods Market L.P.
  Woodland Hills, CA
• 08/2015 → 12/2019
  Pepperdine University
  Malibu, CA
• 01/2019 → 01/2020
  Northwestern Mutual Life Insurance Company
  Woodland Hills, CA
• 02/2020 → 02/2020
  Gershfeld Law Group
  Woodland Hills, CA
• 03/2020 → 09/2020
  Unemployed
  Los Angeles, CA
• 10/2020 → 12/2021
  Oneunited Bank
  Los Angeles, CA
• 01/2021 → 06/2022
  Mutual Of Omaha Investor Services
  Los Angeles, CA
• 01/2021 → 06/2022
  Mutual Of Omaha Insurance Company
  Los Angeles, CA
• 06/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2022-03-17 → 2022-06-14
  Mutual Of Omaha Investor Services, Inc.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-02-11
• S65 Uniform Investment Adviser Law Examination
  2022-02-07