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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 | 2026-06-09 |
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 | 06/2026 | Present |
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 08/2025 | Present |
| University Of Colorado At Boulder | Boulder | CO | 01/2023 | 05/2025 |
| Boulder Social | Boulder | CO | 05/2022 | 12/2022 |
| Firestone Complete Auto Care | Boulder | CO | 05/2021 | 12/2021 |
| Unemployed | Boulder | CO | 01/2022 | 05/2022 |
| Unemployed | Boulder | CO | 05/2020 | 05/2021 |
| University Of Colorado At Boulder | Boulder | CO | 08/2017 | 05/2020 |
| Jesuit High School | Sacramento | CA | 06/2013 | 06/2017 |
o Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Austin, TX 78731. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Texas Financial Advisors). Not Investment Related. Austin, TX 78731. Nature of Business: Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-27 |
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