Lacharro Latoya Jarena Hawkins

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

• 11/2019 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 10/2016 → 01/2018
  Grubhub
  Chicago, IL
• 08/2014 → 05/2018
  University Of Illinois-Chicago
  Chicago, IL
• 05/2015 → 11/2016
  Aramark
  Chicago, IL
• 10/2016 → 11/2019
  Chicago Transit Authority
  Chicago, IL
• 08/2009 → 05/2018
  Ashburn Elementary, Lindblom Math & Science Academy, Uic
  Chicago, IL
• 01/2020 → 05/2021
  Bank Of America, N.A.
  Chicago, IL
• 07/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-03-03 → 2022-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY
  Northbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-02-28