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Eugenio Patricio Trevino

Fisher Investments

Camas, WA

Plano, TX

CRD 7978351

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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

AuthorityCategoryStatusDate
OR RA APPROVED 2024-10-22
TX RA APPROVED 2024-10-22
WA RA APPROVED 2024-10-22
  • OR RA
    APPROVED
    Since 2024-10-22
  • TX RA
    APPROVED
    Since 2024-10-22
  • WA RA
    APPROVED
    Since 2024-10-22

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
OrganizationCityStateFromTo
Fisher Investments Camas WA 06/2024 Present
Tesla Vancouver WA 08/2020 06/2024
Dick Hannah Subaru Vancouver WA 08/2019 04/2020
Mary Jane's House Of Glass Vancouver WA 08/2018 07/2019
Spork Mcallen TX 12/2017 07/2018
Kumori Mcallen TX 06/2014 06/2017
Unemployed Mcallen TX 07/2017 11/2017
Unemployed Vancouver WA 04/2020 08/2020
  • 06/2024 → Present
    Fisher Investments
    Camas, WA
  • 08/2020 → 06/2024
    Tesla
    Vancouver, WA
  • 08/2019 → 04/2020
    Dick Hannah Subaru
    Vancouver, WA
  • 08/2018 → 07/2019
    Mary Jane's House Of Glass
    Vancouver, WA
  • 12/2017 → 07/2018
    Spork
    Mcallen, TX
  • 06/2014 → 06/2017
    Kumori
    Mcallen, TX
  • 07/2017 → 11/2017
    Unemployed
    Mcallen, TX
  • 04/2020 → 08/2020
    Unemployed
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-22
  • S65 Uniform Investment Adviser Law Examination
    2024-10-22
Other Names
  • Pato Trevino

View on SEC IAPD

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