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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_RES | 2026-02-19 |
| FL | RA | APPROVED | 2022-05-04 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 11/2021 | Present |
| Kim Lego State Farm Insurance | Jacksonville | FL | 12/2020 | 11/2021 |
| Bettter Bodies Health And Fitness | Saint Augustine | FL | 07/2020 | 09/2020 |
| Ford's Garage | Saint Augustine | FL | 08/2020 | 01/2021 |
| Full Time Education | Tallahassee | FL | 10/2019 | 08/2020 |
| Tin Lizzys Cantina | Tallahassee | FL | 02/2019 | 11/2019 |
| Full Time Education | Tallahassee | FL | 07/2018 | 03/2019 |
| Money Solver | Jacksonville | FL | 04/2018 | 08/2018 |
| Full Time Education | Tallahassee | FL | 07/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-19 |
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