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Evan Westurn

Fisher Investments

Plano, TX

CRD 8030588

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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
TX RA APPROVED 2025-02-14
  • TX RA
    APPROVED
    Since 2025-02-14

Branch Locations

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 Plano TX 03/2022 Present
Titlemax Financial Services Carrollton TX 07/2019 03/2022
Unemployed (Student) Denton TX 08/2018 06/2019
University Of North Texas Denton TX 01/2018 08/2018
Bj's Restaurant And Brewhouse Allen TX 06/2016 12/2017
  • 03/2022 → Present
    Fisher Investments
    Plano, TX
  • 07/2019 → 03/2022
    Titlemax Financial Services
    Carrollton, TX
  • 08/2018 → 06/2019
    Unemployed (Student)
    Denton, TX
  • 01/2018 → 08/2018
    University Of North Texas
    Denton, TX
  • 06/2016 → 12/2017
    Bj's Restaurant And Brewhouse
    Allen, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-13
  • S65 Uniform Investment Adviser Law Examination
    2025-02-13

View on SEC IAPD

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