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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-09 |
| WA | RA | APPROVED | 2019-09-17 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 12/2012 | 03/2019 |
| World Financial Group, Inc. | So. Jordan | UT | 12/2012 | 03/2019 |
| Awesome Benefit Advisors | Sandy | UT | 04/2015 | 06/2017 |
| Idrive Logistics | Lehi | UT | 03/2017 | 05/2017 |
| On Q Safety | Sandy | UT | 07/2017 | 10/2018 |
| Inovashare Benefits, Llc | Sandy | UT | 03/2018 | 03/2019 |
| Terabit Media | Orem | UT | 06/2018 | 09/2019 |
| Lowry & Associates, Inc. | Draper | UT | 07/2018 | 09/2019 |
| Amazon Inc | West Valley City | UT | 10/2018 | 03/2019 |
| Fisher Investments | Camas | WA | 09/2019 | Present |
| Go Health | Lindon | UT | 03/2019 | 08/2019 |
?Name of the other business: READY FIRE AIM MARKETING ?Investment-related? NO ?Address of the other business: 529 W LOOKOUT RIDGE DRIVE, WASHOUGAL, WA 98671 ?Nature of the other business: MARKETING FOR SMALL BUSINESSES/SMALL PROFITS ?Position, title, or relationship with the other business: OWNER ?Start date of your relationship: 01/31/2020 ?Approximate number of hours/month you devote to the other business: 21-40 ?Number of hours you devote to the other business during securities trading hours: 0 ?Number of hours you devote to the other business during securities trading hours:CREATE MARKETING STRATEGIES TO HELP SMALL BUSINESSES AND NON-PROFIT ORGANIZATIONS GROW THEIR CUSTOMER BASE IMPLEMENT STRATEGIES USING WEBSITE DESIGN, SEO, SOCIAL MEDIA, VIDEO AND OTHER MEDIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-25 |
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