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Corey Andrew Holland

Fisher Investments

Franklin, TN

Plano, TX

CRD 5714765

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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
TN RA APPROVED 2026-01-14
TX RA APPROVED 2026-01-14
  • TN RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

Franklin, TN • 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
Edward Jones St Louis MO 09/2009 03/2018
Wells Fargo Clearing Services, Llc Scottsdale AZ 03/2018 12/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 12/2018 12/2019
Bank Of America, N.A. Phoenix AZ 12/2018 12/2019
Fisher Investments Flagstaff AZ 12/2019 Present
Previous Registrations
Other Businesses

the name of the other business; Barr Ranch Farms, LLC whether the business is investment-related; Not investment related the address of the other business; Nevada City, CA the nature of the other business; Farming your position; Investor/Partner title, or relationship with the other business; Investor/Partner the start date of your relationship; 11/30/2025 the approximate number of hours/month you devote to the other business; 0 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; Silent investor, I am not involved in any of the functions. Just a small Farm start up with old family friends. They needed an investor to provide capital, that is all I am doing.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-06
  • S66 Uniform Combined State Law Examination
    2009-11-06
Other Names
  • Corey Holland
  • Corey Andrew Holland

View on SEC IAPD

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