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David Joseph Tari

Fisher Investments

Plano, TX

CRD 6354718

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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
WA RA APPROVED 2024-08-16
TX RA APPROVED_RES 2023-08-30
FL RA APPROVED 2020-06-03
  • WA RA
    APPROVED
    Since 2024-08-16
  • TX RA
    APPROVED_RES
    Since 2023-08-30
  • FL RA
    APPROVED
    Since 2020-06-03

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Bank Of America, N.A. Portland OR 06/2016 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 06/2016 03/2017
Fisher Investments Camas WA 03/2017 04/2018
Fisher Investments Plano TX 04/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-20
  • S66 Uniform Combined State Law Examination
    2014-08-20

View on SEC IAPD

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