Tevin D Bennett

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

• 08/2017 → 10/2019
  Wells Fargo
  Nashville, TN
• 06/2016 → 08/2017
  Wells Fargo
  Orlando, FL
• 12/2021 → 08/2022
  Pfs Investments Inc.
  Clarkesville, TN
• 10/2019 → 10/2021
  Fortera Credit Union/ Infinex Financial Group
  Clarksville, TN
• 12/2018 → 10/2019
  Wells Fargo
  Nashville, TN
• 08/2017 → 12/2018
  Wells Fargo
  Nashville, TN
• 06/2016 → 08/2017
  Wells Fargo
  Orlando, FL
• 11/2019 → 10/2021
  Infinex Investments, Inc.
  Meriden, CT
• 08/2022 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-27
• S63 Uniform Securities Agent State Law Examination
  2020-07-17

Other Names

• Tevin Dejuan Bennett