Fleet Cooper Ratliff

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

• 02/2015 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2009-11-10 → 2015-01-08
  Edward Jones
  Lacey, WA
  St Louis, MO
  Lacey, WA
  Lacey, WA

Other Businesses

the name of the other business; Rental property whether the business is investment-related; No the address of the other business; Olympia WA the nature of the other business; Rental property your position; Property owner title, or relationship with the other business; Owner the start date of your relationship; 2/01/2015 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Own a rental property. Managed by a third party.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-06

Other Names

• Fleet Cooper Ratliff