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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_RES | 2023-07-19 |
| WA | RA | APPROVED | 2019-05-17 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roadrunner Sports | Tualatin | OR | 09/2015 | 01/2017 |
| Fisher Investments | Camas | WA | 02/2017 | 01/2019 |
| Fisher Investments | Camas | WA | 01/2019 | Present |
?Name of the other business: RUNNER2RUNNER ?Investment-related? NO ?Address of the other business: 601 SE 192ND AVENUE, VANCOUVER, WA 98683 ?Nature of the other business: YOUTH TRACK / CROSS COUNTRY COACHING ?Position, title, or relationship with the other business: HEAD COACH ?Start date of your relationship: 04/01/2019 ?Approximate number of hours/month you devote to the other business: SIX TO TEN ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: TRAIN AND DEVELOP ATHLETES AGES 8-13 IN TRACK & FIELD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-17 |
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