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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 | 2022-09-16 |
| WA | RA | APPROVED | 2022-09-16 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Colorado Springs | CO | 08/2017 | 05/2020 |
| Usaa Financial Planning Services Insurance Agency | Colorado Springs | CO | 08/2015 | 10/2017 |
| Usaa Financial Planning Services | Colorado Springs | CO | 10/2017 | 05/2020 |
| Charles Schwab & Co., Inc. | Colorado Springs | CO | 05/2020 | 09/2022 |
| Fisher Investments | Camas | WA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
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