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Meredith L Ingle

Fisher Investments

Plano, TX

CRD 7179090

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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 2023-11-16
  • TX RA
    APPROVED
    Since 2023-11-16

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
The Ayco Company, L.P./Mercer Allied Irvine CA 09/2019 01/2021
Ktgy Group Inc. Irvine CA 02/2011 09/2019
Goldman Sachs & Co. Llc Newport Beach CA 01/2021 08/2023
Fisher Investments Plano TX 11/2023 Present
  • 09/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 02/2011 → 09/2019
    Ktgy Group Inc.
    Irvine, CA
  • 01/2021 → 08/2023
    Goldman Sachs & Co. Llc
    Newport Beach, CA
  • 11/2023 → Present
    Fisher Investments
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-11
S65 Uniform Investment Adviser Law Examination 2020-02-15
  • S63 Uniform Securities Agent State Law Examination
    2020-09-11
  • S65 Uniform Investment Adviser Law Examination
    2020-02-15

View on SEC IAPD

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