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Bethlyn Renie Brookes

Fisher Investments

Plano, TX

Tampa, FL

CRD 5794213

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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
FL RA APPROVED 2024-05-27
TX RA APPROVED 2024-05-15
  • FL RA
    APPROVED
    Since 2024-05-27
  • TX RA
    APPROVED
    Since 2024-05-15

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • 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
Ernst & Young Llp Secaucus NJ 03/2010 02/2020
Unemployed Tampa FL 11/2022 04/2024
Facet Wealth Brandon FL 03/2020 10/2022
Fisher Investments Tampa FL 05/2024 Present
  • 03/2010 → 02/2020
    Ernst & Young Llp
    Secaucus, NJ
  • 11/2022 → 04/2024
    Unemployed
    Tampa, FL
  • 03/2020 → 10/2022
    Facet Wealth
    Brandon, FL
  • 05/2024 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-30
  • S65 Uniform Investment Adviser Law Examination
    2010-10-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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