Logan Wesley Lopez

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

• 07/2021 → 10/2024
  Fidelity Investments
  Albuquerque, NM
• 05/2015 → 09/2017
  Sitel
  Albuquerque, NM
• 09/2017 → 06/2019
  Lowes Home Improvement
  Albuquerque, NM
• 06/2019 → 04/2020
  Solaero Technologies
  Albuquerque, NM
• 04/2020 → 10/2020
  Unemployed
  Albuquerque, NM
• 10/2020 → 02/2021
  Resource Mfg
  Albuquerque, NM
• 02/2021 → 07/2021
  Beststaff
  Albuquerque, NM
• 10/2024 → Present
  Fisher Investments
  Camas, WA

Other Businesses

Amazon Flex; No; 410 Terry Ave. N, Seattle, WA 98109, USA; Delivery Driver; Delivering packages; 4 hours per week outside of business hours; Start date: 05/18/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-11
• S63 Uniform Securities Agent State Law Examination
  2022-05-05

Other Names

• Logan Wesley Lopez
• Logan Wesley Richards
• Logan Lopez