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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 | 2025-09-16 |
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 05/2025 | Present |
| Lowes Pro Supply | Dallas | TX | 03/2024 | 05/2025 |
| Sherwin Williams | Dallas | TX | 06/2020 | 03/2024 |
| Unemployed | San Antonio | TX | 03/2020 | 06/2020 |
| Burgess Construction Consultants | San Antonio | TX | 02/2019 | 03/2020 |
| Murphy Real Estate Holdings, Llc | San Antonio | TX | 02/2014 | 02/2019 |
| United States Navy | Chicago | IL | 11/2018 | 12/2018 |
| Jpmorgan Chase & Co. | San Antonio | TX | 02/2016 | 03/2017 |
| Citi Bank | San Antonio | TX | 06/2018 | 08/2018 |
| Legacy Energy Services | Jourdanton | TX | 10/2017 | 11/2017 |
| Legacy Energy Services | Jourdanton | TX | 05/2018 | 06/2018 |
Name: N/A Investment Related: Yes 172 Hunter Drive, Cedar Hill, TX, 75104 I own this home and now use it as a rental property in a landlord capacity Landlord 08-01-2024 began renting it out I spend 1 hour or so a month devoted to this venture My only duties are landlord/property manager and take care of things as needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-16 |
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