Kory Close

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

• 08/2019 → 02/2021
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2019 → 08/2019
  Eecu
  Fort Worth, TX
• 01/2010 → 03/2019
  Sweet Sammies
  Fort Worth, TX
• 02/2021 → 05/2022
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 01/2018 → 05/2022
  Kory Close
  Fort Worth, TX
• 02/2021 → 05/2022
  Owings Financial Group
  Fort Worth, TX
• 05/2022 → 11/2022
  Fisher Investments
  Plano, TX
• 11/2022 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 01/2018 → 08/2019
  Southern New Hampshire University
  Manchester, NH
• 02/2022 → 05/2022
  Massachusetts Mutual Life Insurance
  Fort Worth, TX
• 03/2023 → 08/2024
  Bank Of America, N.A.
  Fort Worth, TX
• 08/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-02-13 → 2024-08-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 2022-05-12 → 2022-11-25
  Fisher Investments
  Plano, TX
  Plano, TX
• 2021-02-08 → 2022-05-10
  United Planners' Financial Services Of America A Limited Partner
  Fort Worth, TX
  Scottsdale, AZ
• 2019-11-04 → 2021-02-09
  Cuso Financial Services, L.P.
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01

Other Names

• Kory Daniel Close