Best Investors Account Sign in
Inactive

Jose Carlo Aguilar Torres

Fisher Investments

Plano, TX

CRD 8221442

Claim This Profile
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 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-17

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 11/2025 Present
Isn Software Corporation Dallas TX 09/2022 07/2025
Vmly&R Frisco TX 06/2022 08/2022
El Portal Holdings Llc Dallas TX 07/2025 11/2025
Baylor University Waco TX 08/2018 05/2022
Mi Cocina Frisco TX 02/2018 06/2018
Reedy High School Frisco TX 06/2014 07/2018
  • 11/2025 → Present
    Plano, TX
  • 09/2022 → 07/2025
    Isn Software Corporation
    Dallas, TX
  • 06/2022 → 08/2022
    Vmly&R
    Frisco, TX
  • 07/2025 → 11/2025
    El Portal Holdings Llc
    Dallas, TX
  • 08/2018 → 05/2022
    Baylor University
    Waco, TX
  • 02/2018 → 06/2018
    Mi Cocina
    Frisco, TX
  • 06/2014 → 07/2018
    Reedy High School
    Frisco, TX
Other Businesses

- Name: Legends Global - Toyota Music Factory - Investment Related: No - Address of the business: 61 Broadway, Suite 2400 NEW YORK, NY 10006 - Nature: Entertainment / Concert venue - Position: Concession Stand Supervisor - Start Date: 2/18/26 - Approximate Number of hours a Month: Part-time / 40 hours a month - Number of hours devoted during securities trading hours: 0 - Duties relating to this business: Supporting Concession staff, counting inventory and making sure that regulations are followed during concerts

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-17
  • S65 Uniform Investment Adviser Law Examination
    2026-03-17
Other Names
  • Jose Carlo Aguilar Torres
  • Jose Aguilar Torres

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor