Durrell Bess

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

• 11/2013 → 10/2016
  Horace Mann
  Springfield, IL
• 11/2013 → 10/2016
  Horace Mann Investors, Inc.
  Springfield, IL
• 08/2014 → Present
  Tarrant County Community College
  Houston, TX
• 02/2018 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX
• 02/2018 → 01/2020
  Bank Of America, N.A.
  Southlake, TX
• 11/2017 → 02/2018
  Sewell Automotive
  Grapevine, TX
• 07/2016 → 10/2017
  Romack Staffing(Sabre Contractor)
  Southlake, TX
• 04/2013 → 10/2016
  Durrell Bess Insurance Agency
  Fort Worth, TX
• 01/2020 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2018-05-29 → 2020-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX
  Frisco, TX
  Flower Mound, TX
  Southlake, TX
  Southlake, TX
  Southlake, TX
  Frisco, TX

Other Businesses

I*112743 For profit or not for profit: Non-Profit Organization Name of outside business organization: Tarrant County Community College Investment related: N Address of business: Arlington, Texas 76039 Nature of business: Other,Community College Position, title, association: Part-Time, Start date of relationship: 8/25/2014 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Teach business classes.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-25
• S63 Uniform Securities Agent State Law Examination
  2013-05-18

Other Names

• Durrell Bess
• Durrell Bess
• Durrell Bess