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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 | 2026-06-11 |
| TX | RA | APPROVED | 2026-06-11 |
| WA | RA | APPROVED | 2026-06-11 |
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 | 05/2026 | Present |
| Lithia Motors, Inc | Portland | OR | 12/2023 | 05/2026 |
| Union Home Mortgage, Inc. | Lake Oswego | OR | 01/2023 | 04/2024 |
| Caliber Home Loans, Inc. | Laek Oswego | OR | 06/2021 | 01/2023 |
| Lithia Motors, Inc. | Portland | OR | 09/2020 | 06/2021 |
| Sunset Imports, Inc. | Beaverton | OR | 05/2018 | 08/2020 |
| Audi Wilsonville | Wilsonville | OR | 04/2017 | 05/2018 |
| Lithia Motors, Inc. | Portland | OR | 03/2015 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-11 |
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