Lawrence Lagud

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

• 07/2019 → 04/2020
  First Command Financial Planning, Inc
  San Diego, CA
• 06/2018 → 07/2019
  San Diego Mesa College
  San Diego, CA
• 09/2005 → 06/2018
  United States Marine Corps
  San Diego, CA
• 04/2020 → 09/2022
  First Command Brokerage Services Inc
  Fort Worth, TX
• 04/2020 → 09/2022
  First Command Advisory Services, Inc
  Fort Worth, TX
• 04/2020 → 09/2022
  First Command Insurance Services, Inc
  Fort Worth, TX
• 11/2022 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2020-07-06 → 2022-09-12
  First Command Advisory Services
  Fort Worth, TX
  San Diego, CA

Other Businesses

(1)Name: Rental Property Investment-related: No Address: 13037 Julian Ave Lakeside CA 92040 Nature of the other business: Real Estate/Rental Property Your position: Managing Owner Start date: 10/01/19 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: 1 - 5 Description of duties: I own an ADU on my property and have a tenant

Exams

• S66 Uniform Combined State Law Examination
  2020-07-03