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Cameron Cooper Millstone

Fisher Investments

Plano, TX

Camas, WA

CRD 6369606

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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
TX RA APPROVED_RES 2023-08-11
WA RA APPROVED 2018-07-24
  • TX RA
    APPROVED_RES
    Since 2023-08-11
  • WA RA
    APPROVED
    Since 2018-07-24

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
Lincoln Financial Advisors Denver CO 01/2015 12/2016
Fisher Investments Camas WA 01/2017 Present
  • 01/2015 → 12/2016
    Lincoln Financial Advisors
    Denver, CO
  • 01/2017 → Present
    Fisher Investments
    Camas, WA
Previous Registrations
  • 2015-10-29 → 2017-01-25
    Osaic Fa, Inc.
    Fort Wayne, IN
    Denver, CO
Other Businesses

Blue Brick Investments; No; Vancouver, WA; Landlord; CEO; 09/2023; 12; 0; landlord of rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-02
  • S66 Uniform Combined State Law Examination
    2015-10-02

View on SEC IAPD

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