Alex Jordan Richey

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

• 10/2014 → 08/2017
  Pmb Capital Management
  New Albany, IN
• 09/2014 → 09/2017
  Center Street Securities, Inc
  Jeffersonville, IN
• 09/2017 → Present
  Fisher Investments
  Camas, WA
• 03/2017 → 08/2017
  Pearl Street Tap House
  Jeffersonville, IN

Previous Registrations

• 2014-10-01 → 2017-09-27
  Brookstone Financial
  Jeffersonville, IN

Exams

• S66 Uniform Combined State Law Examination
  2014-10-01