Enrique Morgan

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

• 12/2021 → Present
  Fisher Investments
  Plano, TX
• 07/2019 → 12/2021
  Bank Of America
  Henderson, NV
• 06/2019 → 06/2019
  Unemployed
  Austin, TX
• 12/2018 → 05/2019
  Texas Legislative Council
  Austin, TX
• 08/2016 → 05/2018
  The University Of Texas At Austin
  Austin, TX
• 01/2016 → 08/2017
  Fedex Office
  Austin, TX
• 06/2018 → 11/2018
  Unemployed
  Austin, TX

Other Businesses

the name of the other business; Real Estate whether the business is investment-related; No the address of the other business; N/A the nature of the other business; Rental Property your position; Owner/Co-Owner title, or relationship with the other business; the start date of your relationship; 01/15/21 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; own or co-own rental property. the name of the other business; Lucky Lee Gamin whether the business is investment-related; No the address of the other business;N/A the nature of the other business; Youtube Channel your position; Co-owner title, or relationship with the other business; Co-Owner the start date of your relationship; 1/31/21 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 1-5 and briefly describe your duties relating to the other business; Channel management

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-25
• S66 Uniform Combined State Law Examination
  2020-08-28