William James Mcgurk

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

• 05/2020 → 04/2024
  Fidelity Brokerage Services, Llc.
  Jacksonville, FL
• 08/2019 → 05/2020
  Ubs Financial Services
  Palmetto, FL
• 06/2015 → 05/2019
  Florida State University
  Tallahassee, FL
• 06/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2021-03-12 → 2024-05-20
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-03-03
• S63 Uniform Securities Agent State Law Examination
  2020-09-14

Other Names

• Billy James Mcgurk
• William James Mcgurk
• William J Mcgurk
• William James Mcgurk