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Morgan Lee Lucero

Fisher Investments

Plano, TX

Camas, WA

CRD 8240714

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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 2026-06-10
WA RA APPROVED 2026-06-10
  • TX RA
    APPROVED
    Since 2026-06-10
  • WA RA
    APPROVED
    Since 2026-06-10

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 Camas WA 04/2021 11/2022
Fisher Investments Camas WA 11/2022 03/2026
Fisher Investments Camas WA 03/2026 Present
Idm Companies Vancouver WA 06/2020 04/2021
Creekside Meadows Apartments Vancouver WA 03/2019 06/2020
White Lightening Electric Portland OR 09/2018 03/2019
Washington State University Pullman/Vancouver WA 08/2015 05/2020
Kid's Club Vancouver WA 07/2023 10/2023
Shannon Miller Vancouver WA 05/2019 04/2021
Rant's And Raves Brewery Moscow ID 10/2017 03/2018
  • 04/2021 → 11/2022
    Fisher Investments
    Camas, WA
  • 11/2022 → 03/2026
    Fisher Investments
    Camas, WA
  • 03/2026 → Present
    Fisher Investments
    Camas, WA
  • 06/2020 → 04/2021
    Idm Companies
    Vancouver, WA
  • 03/2019 → 06/2020
    Creekside Meadows Apartments
    Vancouver, WA
  • 09/2018 → 03/2019
    White Lightening Electric
    Portland, OR
  • 08/2015 → 05/2020
    Washington State University
    Pullman/Vancouver, WA
  • 07/2023 → 10/2023
    Kid's Club
    Vancouver, WA
  • 05/2019 → 04/2021
    Shannon Miller
    Vancouver, WA
  • 10/2017 → 03/2018
    Rant's And Raves Brewery
    Moscow, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
Other Names
  • Morgan Lee Foster
  • Morgan Lucero

View on SEC IAPD

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