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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-16 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Aubrey | TX | 06/2021 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Aubrey | TX | 06/2021 | 03/2025 |
| Northwestern Mutual | Charlotte | NC | 01/2020 | 05/2020 |
| College Truckers | Davidson | NC | 01/2019 | 05/2021 |
| Davidson College Strength And Conditioning | Davidson | NC | 09/2017 | 04/2020 |
| Davidson College | Davidson | NC | 06/2019 | 08/2019 |
| Davidson College Hurt Hub | Davidson | NC | 06/2019 | 08/2019 |
| Davidson College | Davidson | NC | 05/2018 | 08/2018 |
| Jet Boats Of Texas | Iraan | TX | 06/2017 | 08/2017 |
| Iraan High School | Iraan | TX | 08/2013 | 05/2017 |
| Davidson College | Davidson | NC | 08/2017 | 05/2021 |
| Davidson College | Davidson | NC | 08/2018 | 05/2019 |
| Tiaa | Charlotte | NC | 06/2020 | 08/2020 |
| Fisher Investments | Plano | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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