Megan Shipman

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

• 09/2024 → Present
  Fisher Investments
  Plano, TX
• 05/2021 → 04/2024
  Tolleson Wealth Management
  Dallas, TX
• 05/2020 → 08/2020
  Tolleson Wealth Management
  Dallas, TX
• 04/2024 → 09/2024
  Unemployed
  N/A, TX
• 01/2014 → 08/2021
  Full-Time Education
  Plano / College Station, TX
• 07/2015 → 07/2017
  Chick-Fil-A
  Plano, TX
• 05/2018 → 07/2021
  Texas A&M University Veterinary Medical Teaching Hospital
  College Station, TX
• 09/2017 → 02/2018
  Texas A&M University Recreational Sports
  College Station, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-15