Gary Wayne Adams

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Fisher Investments
  Plano, TX
• 10/2024 → 06/2025
  Unemployed
  Parker, TX
• 07/2024 → 10/2024
  Saygo Home Loans Llc
  Parker, TX
• 11/2023 → 07/2024
  Core Mortgage
  Frisco, TX
• 06/2023 → 11/2023
  Usa Mortgage
  Plano, TX
• 01/2023 → 06/2023
  Unemployed
  Plano, TX
• 02/2021 → 01/2023
  Clm Mortgage
  Richardson, TX
• 08/2020 → 01/2021
  Amerisave
  Plano, TX
• 08/2018 → 06/2020
  Liberty Mutual Insurance
  Plano, TX
• 07/2017 → 07/2018
  Aflac
  Dallas, TX
• 08/2016 → 07/2017
  Unemployed
  Plano, TX

Other Businesses

Name: RGA Interests LLC Investment Related: No Address: Parker, TX Nature: Real estate (Rental Property) Position: Manager Title: Manager Date Established: January 8, 2025 Hours/month: 2 hours Hours during trading hours: 0 hours Duties: I am a 50/50 owner. This is for our rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-17

Other Names

• Gary Adams