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Zackery Parks

Fisher Investments

Plano, TX

Tampa, FL

CRD 7118264

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-28
FL RA APPROVED 2022-04-12
  • TX RA
    APPROVED
    Since 2023-07-28
  • FL RA
    APPROVED
    Since 2022-04-12

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr Martin Luther King Jr Blvd, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Insurance Tampa FL 03/2011 12/2021
Mutual Of Omaha Investor Services Tampa FL 05/2019 12/2021
Fisher Investments Tampa FL 01/2022 Present
  • 03/2011 → 12/2021
    Mutual Of Omaha Insurance
    Tampa, FL
  • 05/2019 → 12/2021
    Mutual Of Omaha Investor Services
    Tampa, FL
  • 01/2022 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-29
  • S65 Uniform Investment Adviser Law Examination
    2022-03-29

View on SEC IAPD

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