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Keidi Lamce

Fisher Investments

Plano, TX

CRD 7146802

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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 2026-06-11
  • TX RA
    APPROVED
    Since 2026-06-11

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Santander Bank, Na Boston MA 06/2019 09/2021
Santander Securities, Llc Dorchester MA 06/2019 09/2021
Tavistock Restaurant Collections Boston MA 04/2018 06/2019
Unemployed Tirana 10/2011 03/2018
J.P. Morgan Securities, Llc Boston MA 10/2021 04/2026
Jpmorgan Chase Bank, N.A. Boston MA 10/2021 04/2026
Unemployed Worchester MA 03/2018 03/2018
Fisher Investments Plano TX 05/2026 Present
  • 06/2019 → 09/2021
    Santander Bank, Na
    Boston, MA
  • 06/2019 → 09/2021
    Santander Securities, Llc
    Dorchester, MA
  • 04/2018 → 06/2019
    Tavistock Restaurant Collections
    Boston, MA
  • 10/2011 → 03/2018
    Unemployed
    Tirana
  • 10/2021 → 04/2026
    J.P. Morgan Securities, Llc
    Boston, MA
  • 10/2021 → 04/2026
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 03/2018 → 03/2018
    Unemployed
    Worchester, MA
  • 05/2026 → Present
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-11
S63 Uniform Securities Agent State Law Examination 2019-08-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-11
  • S63 Uniform Securities Agent State Law Examination
    2019-08-30

View on SEC IAPD

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