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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED | 2026-04-15 |
| WA | RA | APPROVED | 2026-04-15 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 03/2026 | Present |
| Wafd Bank | Portland | OR | 06/2025 | 03/2026 |
| University Of Oregon | Eugene | OR | 01/2025 | 05/2025 |
| The Ritz-Carlton | Portland | OR | 07/2024 | 12/2024 |
| Office Depot | Eugene | OR | 02/2024 | 05/2024 |
| University Of Oregon | Eugene | OR | 10/2023 | 01/2024 |
| University Of Oregon | Eugene | OR | 10/2022 | 09/2024 |
| Marriott International | Portland | OR | 06/2023 | 09/2023 |
| Chapman University | Orange | CA | 05/2022 | 09/2022 |
| Chapman University | Orange | CA | 08/2021 | 04/2022 |
| Unemployed/Doordash Driver | Portland | OR | 02/2020 | 07/2021 |
| Fogo De Chao | Portland | OR | 06/2019 | 01/2020 |
| Full-Time Student | Portland | OR | 10/2018 | 05/2019 |
| Irvington Club | Portland | OR | 06/2018 | 08/2018 |
| Full-Time Student | Portland | OR | 03/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
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