Lincoln Dodd

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Fisher Investments
  Plano, TX
• 01/2016 → 05/2018
  Our Lady Of Fatima Middle School
  San Clemente, CA
• 08/2018 → 05/2022
  Santa Margarita Catholic Highschool
  Rancho Santa Margarita, CA
• 08/2022 → 12/2025
  Southern Methodist University
  Dallas, TX
• 06/2022 → 08/2022
  Tony Hawk Enterprises
  San Diego, CA
• 06/2024 → 08/2024
  Major League Cricket
  Grand Prarie, TX
• 01/2024 → 01/2025
  Barley House
  Dallas, TX
• 04/2025 → 08/2025
  Fangate Solutions
  Dallas, TX

Other Businesses

Air BnB in the Glendale, Arizona

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-21