Best Investors Account Sign in
Inactive

Amanda Roberts Hahn

Fisher Investments

Plano, TX

Durham, NC

CRD 6234243

Claim This Profile
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
NC RA APPROVED 2022-03-24
TX RA APPROVED 2022-03-24
  • NC RA
    APPROVED
    Since 2022-03-24
  • TX RA
    APPROVED
    Since 2022-03-24

Branch Locations

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

Durham, NC • 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
Valic Financial Advisors Raleigh NC 12/2015 02/2020
Fidelity Brokerage Services Llc Durham NC 03/2020 02/2022
Fisher Investments Durham NC 03/2022 Present
  • 12/2015 → 02/2020
    Valic Financial Advisors
    Raleigh, NC
  • 03/2020 → 02/2022
    Fidelity Brokerage Services Llc
    Durham, NC
  • 03/2022 → Present
    Fisher Investments
    Durham, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-09
  • S66 Uniform Combined State Law Examination
    2015-11-09
Other Names
  • Amanda Susan Roberts
  • Amanda Susan Roberts
  • Amanda S Roberts
  • Amanda Roberts Hahn
  • Amanda Hahn

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor