Best Investors Account Sign in
Inactive

Brant Brubaker

Fisher Investments

Plano, TX

Plano, TX

CRD 2712399

Claim This Profile
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 2021-06-30
  • TX RA
    APPROVED
    Since 2021-06-30

Branch Locations

6500 International Parkway Ste 2050, Plano, TX 75903 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Blum Financial, Lp (Dba Strategic Wealth Planning) Dallas TX 04/2013 06/2021
Fisher Investments Plano TX 06/2021 Present
  • 04/2013 → 06/2021
    Blum Financial, Lp (Dba Strategic Wealth Planning)
    Dallas, TX
  • 06/2021 → Present
    Fisher Investments
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-08
S63 Uniform Securities Agent State Law Examination 1996-04-09
  • S65 Uniform Investment Adviser Law Examination
    2015-04-08
  • S63 Uniform Securities Agent State Law Examination
    1996-04-09
Other Names
  • Brant Alan Brubaker

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor