Best Investors Account Sign in
Inactive

Amanda Barton

Fisher Investments

Plano, TX

Plano, TX

CRD 7541445

Claim This Profile
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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-27
  • TX RA
    APPROVED
    Since 2022-10-27

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TX 08/2018 Present
Pwc Columbia SC 07/2016 07/2018
University Of South Carolina Columbia SC 09/2016 05/2017
Enterprise Rent-A-Car Vancouver WA 11/2014 08/2016
University Of South Carolina Columbia SC 09/2016 05/2017
  • 08/2018 → Present
    Fisher Investments
    Plano, TX
  • 07/2016 → 07/2018
    Pwc
    Columbia, SC
  • 09/2016 → 05/2017
    University Of South Carolina
    Columbia, SC
  • 11/2014 → 08/2016
    Enterprise Rent-A-Car
    Vancouver, WA
  • 09/2016 → 05/2017
    University Of South Carolina
    Columbia, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-27
  • S65 Uniform Investment Adviser Law Examination
    2022-10-27
Other Names
  • Mandy Barton

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor