Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-10 |
| WA | RA | APPROVED | 2025-09-10 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Wilsonville | OR | 04/2022 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Wilsonville | OR | 04/2022 | 05/2025 |
| Bank Of America | Portland | OR | 04/2017 | 03/2022 |
| Burger King | Portland | OR | 03/2012 | 03/2017 |
| U.S. Bancorp Investments, Inc. | Gresham | OR | 06/2025 | 08/2025 |
| Fisher Investments | Camas | WA | 08/2025 | Present |
Rose Cite Quinces, LLC; Not investment-related; Portland, OR; Dance studio; Owner; 11/2023; 20 hours/month; 0 hours/trading; Choreographer who co-owns a dance studio with spouse. We teach latin dances to students of all ages.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-21 |
Reach out to this advisor