Inactive

Cameron James Dwan

Fisher Investments

CRD 7188140

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-08-08
WA	RA	APPROVED	2019-11-18

TX RA
APPROVED_RES

Since 2022-08-08
WA RA
APPROVED

Since 2019-11-18

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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

Organization	City	State	From	To
Long Realty	Tucson	AZ	07/2018	04/2019
Hacienda Del Sol	Tucson	AZ	01/2018	05/2019
Mercedes-Benz	Tucson	AZ	10/2016	01/2018
Fisher Investments	Camas	WA	07/2019	Present
University Of Arizona	Tucson	AZ	06/2016	10/2016

07/2018 → 04/2019

Long Realty

Tucson, AZ
01/2018 → 05/2019

Hacienda Del Sol

Tucson, AZ
10/2016 → 01/2018

Mercedes-Benz

Tucson, AZ
07/2019 → Present

Fisher Investments

Camas, WA
06/2016 → 10/2016

University Of Arizona

Tucson, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-18

S65 Uniform Investment Adviser Law Examination

2019-11-18

View on SEC IAPD

More in Plano, TX

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