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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slaten Property Advisors | Durant | OK | 01/2024 | Present |
| Fisher Investments | Plano | TX | 08/2025 | Present |
| First United Bank And Trust | Durant | OK | 09/2022 | 07/2025 |
| First United Bank And Trust | Durant | OK | 09/2021 | 09/2022 |
| First United Bank And Trust | Durant | OK | 05/2020 | 09/2021 |
| First United Bank And Trust | Durant | OK | 06/2019 | 05/2020 |
| First United Bank And Trust | Durant | OK | 08/2018 | 06/2019 |
| Slaten Lawn Company | Calera | OK | 04/2013 | 10/2018 |
| Good Ol' Boys Moving | Durant | OK | 12/2017 | 06/2019 |
| Kt Plastics | Calera | OK | 10/2016 | 03/2017 |
| Southeastern Oklahoma State University | Durant | OK | 08/2015 | 05/2019 |
the name of the other business; Slaten Property Advisors whether the business is investment-related ; No the address of the other business; P.O. Box 5096, Durant, OK, 74701 the nature of the other business; Commercial property appraisal your position; Analyst title, or relationship with the other business; Analyst the start date of your relationship; 01/2024 the approximate number of hours/month you devote to the other business; <20 hours/month the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; My duties include the inspection of properties being appraised, training new staff, developing workflows / reporting, and aid in streamlining processes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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