Julien William Tetrault

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

• 04/2019 → 08/2019
  Fidelity Brokerage Services Llc
  Durham, NC
• 09/2018 → 04/2019
  Fidelity Investments
  Durham, NC
• 06/2018 → 02/2019
  Luulemon
  Raleigh, NC
• 10/2014 → 07/2017
  Lululemon
  Montreal
• 08/2017 → 05/2018
  Unemployment - Waiting For Green Card
  Raleigh, NC
• 09/2019 → Present
  Fisher Investments
  Camas, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-29
• S63 Uniform Securities Agent State Law Examination
  2019-06-25

Other Names

• Julien William Tetrault
• Julien Tetrault