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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 | 2024-02-14 |
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 08/2019 | 11/2020 |
| Adp | Milpitas | CA | 01/2019 | 02/2019 |
| H. H. Professional Tax | San Jose | CA | 01/2018 | 07/2018 |
| T-Mobile | San Jose | CA | 01/2015 | 06/2017 |
| San Francisco State University | San Francisco | CA | 06/2017 | 08/2019 |
| Personal Capital Advisors Corporation | Dallas | TX | 11/2020 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | Present |
| Fisher Investments | Plano | TX | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
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