Austin Garcia

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 10/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 10/2021 → 08/2022
  Advantage Resourcing
  Dallas, TX
• 08/2018 → 05/2022
  Pennsylvania State University
  State College, PA
• 07/2018 → 04/2020
  Copper Creek Restaurant
  Abilene, TX
• 02/2014 → 07/2017
  Bobcat Movers
  San Marcos, TX
• 07/2021 → 01/2022
  Lawry's The Prime Rib
  Dallas, TX
• 01/2018 → 07/2018
  Texas Roadhouse
  Abilene, TX
• 03/2020 → 06/2021
  Unemployed
  Dallas, TX
• 08/2017 → 12/2017
  Unemployed
  Albany, TX
• 11/2023 → 02/2026
  Empower Financial Services, Inc
  Greenwood Village, CO
• 03/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-14
• S63 Uniform Securities Agent State Law Examination
  2022-11-29

Other Names

• Austin Lee Garcia