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Allison Ann Hodsdon

Fisher Investments

Plano, TX

CRD 8208424

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TX 10/2025 Present
Gartner Irving TX 07/2024 10/2025
Marriott Vacations Worldwide Newport Beach CA 05/2023 08/2023
Teva Pharmaceuticals Salt Lake City UT 05/2022 03/2023
Iroquois Springs Rock Hill NY 06/2021 08/2021
Flake Pie Co. South Jordan UT 11/2020 01/2021
Utah State University Logan UT 04/2023 05/2024
September Group Llc Murray UT 10/2019 08/2020
Amber Restaurant Salt Lake City UT 06/2019 08/2020
Nothing Bundt Cakes Sandy UT 09/2019 11/2019
Texas Roadhouse Sandy UT 01/2019 06/2019
School Sandy UT 08/2006 01/2019
School Logan UT 01/2021 06/2021
School Logan UT 08/2021 05/2022
  • 10/2025 → Present
    Plano, TX
  • 07/2024 → 10/2025
    Gartner
    Irving, TX
  • 05/2023 → 08/2023
    Marriott Vacations Worldwide
    Newport Beach, CA
  • 05/2022 → 03/2023
    Teva Pharmaceuticals
    Salt Lake City, UT
  • 06/2021 → 08/2021
    Iroquois Springs
    Rock Hill, NY
  • 11/2020 → 01/2021
    Flake Pie Co.
    South Jordan, UT
  • 04/2023 → 05/2024
    Utah State University
    Logan, UT
  • 10/2019 → 08/2020
    September Group Llc
    Murray, UT
  • 06/2019 → 08/2020
    Amber Restaurant
    Salt Lake City, UT
  • 09/2019 → 11/2019
    Nothing Bundt Cakes
    Sandy, UT
  • 01/2019 → 06/2019
    Texas Roadhouse
    Sandy, UT
  • 08/2006 → 01/2019
    School
    Sandy, UT
  • 01/2021 → 06/2021
    School
    Logan, UT
  • 08/2021 → 05/2022
    School
    Logan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18
Other Names
  • Allison Hodsdon

View on SEC IAPD

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