Best Investors Account Sign in
Inactive

Michael Mcnamara

Fisher Investments

Plano, TX

Tampa, FL

CRD 8083786

Claim This Profile
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
FL RA APPROVED 2025-06-17
TX RA APPROVED 2025-06-11
  • FL RA
    APPROVED
    Since 2025-06-17
  • TX RA
    APPROVED
    Since 2025-06-11

Branch Locations

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

3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • 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 Tampa FL 02/2025 Present
New American Funding Charlotte NC 12/2024 02/2025
American Income Life Waco TX 07/2024 11/2024
Freedom Debt Relief San Mateo CA 04/2023 07/2024
Cloudsense Wilmongton DE 01/2022 04/2023
First Guaranty Mortgage Corporation Plano TX 06/2021 01/2022
Amerisave Mortgage Corporation Plano TX 02/2020 06/2021
Calfrac Well Services Spring TX 10/2017 11/2019
Unemployed Fulshear TX 05/2017 09/2017
Texas Tech University Lubbock TX 01/2012 05/2017
  • 02/2025 → Present
    Tampa, FL
  • 12/2024 → 02/2025
    New American Funding
    Charlotte, NC
  • 07/2024 → 11/2024
    American Income Life
    Waco, TX
  • 04/2023 → 07/2024
    Freedom Debt Relief
    San Mateo, CA
  • 01/2022 → 04/2023
    Cloudsense
    Wilmongton, DE
  • 06/2021 → 01/2022
    First Guaranty Mortgage Corporation
    Plano, TX
  • 02/2020 → 06/2021
    Amerisave Mortgage Corporation
    Plano, TX
  • 10/2017 → 11/2019
    Calfrac Well Services
    Spring, TX
  • 05/2017 → 09/2017
    Unemployed
    Fulshear, TX
  • 01/2012 → 05/2017
    Texas Tech University
    Lubbock, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-11
  • S65 Uniform Investment Adviser Law Examination
    2025-06-11

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor