Lesa Lynn

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	2025-01-09
WA	RA	APPROVED	2025-01-09

TX RA
APPROVED

Since 2025-01-09
WA RA
APPROVED

Since 2025-01-09

Branch Locations

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

5733 Nw Fisher Creek Dr, 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
Fisher Investments	Camas	WA	08/2024	Present
Intelligent Technical Solutions Llc	Las Vegas	NV	09/2012	Present

08/2024 → Present

Fisher Investments

Camas, WA
09/2012 → Present

Intelligent Technical Solutions Llc

Las Vegas, NV

Other Businesses

StratFlo, LLC Not investment related 325 NW 12th Ave, Camas, Wa 98607 This is my personal business that I own. Position Owner/CEO Started in April of 2024 4-6 hours monthly on weekends only, nothing during the week. Work with business owners on strategies and tools to implement to help their processes and procedures encouraging growth of their business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-09

S65 Uniform Investment Adviser Law Examination

2025-01-09

Other Names

Lesa Lynn Carter
Lesa Lynn Saxton

View on SEC IAPD