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Clark Gordon Evans

Fisher Investments

Plano, TX

Tampa, FL

CRD 6166631

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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 2022-10-04
TX RA APPROVED_RES 2022-09-19
WA RA APPROVED 2013-03-18
  • FL RA
    APPROVED
    Since 2022-10-04
  • TX RA
    APPROVED_RES
    Since 2022-09-19
  • WA RA
    APPROVED
    Since 2013-03-18

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
Fisher Investments Woodside CA 07/2011 Present
Other Businesses

Milkshake Factory Non-Investment Related Address: Brandon, FL Nature of business - Quick service milkshake and chocolate shop Position - Franchise owner Start Date: 10/22/2024 # of hours devoted outside securities trading hours per month: 24 hours # of hours devoted during securities trading hours per month: 0 hours Your duties: Strictly franchise owner, no management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-15
  • S65 Uniform Investment Adviser Law Examination
    2013-03-15

View on SEC IAPD

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