William Leslie Missimer

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

• 03/1994 → 11/2016
  Td Waterhouse Investor Services Inc
  Dallas, TX
• 11/2016 → 11/2017
  Scottrade, Inc.
  Irving, TX
• 11/2017 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2017-01-25 → 2017-11-14
  Scottrade Investment Management
  Saint Louis, MO
• 2003-07-01 → 2016-11-07
  Td Ameritrade, Inc.
  Fort Worth, TX
  Dallas, TX
  Omaha, NE
  Omaha, NE
  Dallas, TX
  Fort Worth, TX
• 2006-05-15 → 2016-11-07
  Td Ameritrade Investment Management, Llc
  Dallas, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2003-06-27
• S63 Uniform Securities Agent State Law Examination
  1994-02-26

Other Names

• William Leslie Missimer
• Bill Missimer
• William Leslie Missimer