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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 | 2023-08-11 |
| WA | RA | APPROVED | 2021-04-27 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2019 | 02/2021 |
| Mccormick And Schmick's | Des Peres | MO | 10/2014 | 02/2019 |
| Legends Hospitality | Maryland Heights | MO | 05/2016 | 09/2016 |
| The Whole View Llc | Lake Saint Louis | MO | 02/2016 | 01/2017 |
| Roi Properties | Lake Saint Louis | MO | 02/2015 | 10/2016 |
| Fisher Investments | Camas | WA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-11 |
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