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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 | 2022-12-06 |
Branch Locations
6500 International Parkway Suite 2050, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 01/2015 | Present |
| Big Boy Movers | Vancouver | WA | 03/2018 | 05/2019 |
City of Frisco, Not investment-related, Frisco, TX, head coach of son and daughter's basketball teams, start date 08/27/25, 4 hours weekly, 0 hours during security trading hours, coach basketball Church of Jesus Christ of Latter Day Saints, Not investment related, Salt Lake City, Utah, volunteer teacher, start date 08/19/25, 2 hours weeks, 0 hours during security trading hours, teach scriptures to high school students
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-14 |
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