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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
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