Frank Carl Fisher

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

• 01/2022 → Present
  Fisher Investments
  Plano, TX
• 08/2010 → 12/2021
  Wells Fargo Bank N.A.
  Dallas, TX

Other Businesses

the name of the other business; Midlife Awesome Podcast whether the business is investment-related; No the address of the other business;Rockwall, TX 75032 the nature of the other business; Podcast your position; Producer title, or relationship with the other business; Host/Producer the start date of your relationship; 8/9/2024 the approximate number of hours/month you devote to the other business;8 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;Variety style podcast

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-22

Other Names

• Frank Fisher