Richard Kent Wilson

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

• 06/2019 → 02/2021
  Edward Jones
  St Louis, MO
• 08/2018 → 05/2019
  Stonebridge Meadows Golf Course
  Fayetteville, AR
• 06/2018 → 08/2018
  Nike Factory Store
  Destin, FL
• 08/2015 → 08/2017
  Faron Admason Cpa
  Lebanon, MO
• 01/2009 → 05/2019
  Hartville Highschool And University Of Arkansas
  Fayetteville, AR
• 04/2021 → 04/2022
  Heritage Bank Of The Ozarks
  Lebanon, MO
• 06/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-04-01 → 2022-04-29
  Money Concepts Capital Corp
  Camdenton, MO
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Lebanon, MO
  Saint Peters, MO
• 2019-08-06 → 2021-02-03
  Edward Jones
  Tempe, AZ
  St Louis, MO
  Hartville, MO
  Fayetteville, AR
  Fayetteville, AR

Exams

• S66 Uniform Combined State Law Examination
  2019-08-03

Other Names

• Rich Wilson
• Richie Wilson