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Carter Clark

Fisher Investments

Plano, TX

CRD 8038066

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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 2025-03-14
  • TX RA
    APPROVED
    Since 2025-03-14

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 07/2022 Present
Sewell Automotive Companies Mckinney TX 05/2021 08/2021
Pga Superstore Plano TX 06/2020 01/2021
In School - Texas Tech University Lubbock TX 08/2018 05/2022
In School - Mckinney High School Mckinney TX 08/2014 05/2018
  • 07/2022 → Present
    Fisher Investments
    Plano, TX
  • 05/2021 → 08/2021
    Sewell Automotive Companies
    Mckinney, TX
  • 06/2020 → 01/2021
    Pga Superstore
    Plano, TX
  • 08/2018 → 05/2022
    In School - Texas Tech University
    Lubbock, TX
  • 08/2014 → 05/2018
    In School - Mckinney High School
    Mckinney, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-13
  • S65 Uniform Investment Adviser Law Examination
    2025-03-13

View on SEC IAPD

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