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Fernanda Isabel Gonzalez Herrera

Fisher Investments

Plano, TX

Heredia

CRD 8074631

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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
CA RA APPROVED 2025-05-14
  • CA RA
    APPROVED
    Since 2025-05-14

Branch Locations

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

Zona Franca America, Edifício E21, Sexto Piso, Heredia 40103 • Costa Rica

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 San Mateo CA 03/2023 Present
Outlier Legal Services San Jose 01/2022 02/2023
Universidad Nacional De Costa Rica Heredia 01/2018 01/2022
Colegio Samagu San Jose 01/2015 12/2017
  • 03/2023 → Present
    Fisher Investments
    San Mateo, CA
  • 01/2022 → 02/2023
    Outlier Legal Services
    San Jose
  • 01/2018 → 01/2022
    Universidad Nacional De Costa Rica
    Heredia
  • 01/2015 → 12/2017
    Colegio Samagu
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-14
  • S65 Uniform Investment Adviser Law Examination
    2025-05-14

View on SEC IAPD

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