Mark A Russell

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

• 07/2023 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Prairie, TX
• 06/2022 → 08/2022
  Bank Of America
  Dallas, TX
• 06/2021 → 08/2021
  Hill School Of Fort Worth
  Fort Worth, TX
• 06/2020 → 08/2020
  Hill School Of Fort Worth
  Fort Worth, TX
• 06/2019 → 08/2019
  Hill School Of Fort Worth
  Fort Worth, TX
• 11/2020 → 01/2021
  Boot Barn
  Waxahachie, TX
• 04/2019 → 08/2019
  Dallas Stars
  Mansfield, TX
• 08/2019 → 05/2023
  University Of Oklahoma
  Norman, OK
• 04/2013 → 04/2019
  Unemployed
  Mansfield, TX
• 08/2023 → 05/2024
  Bank Of America, N.A.
  Grand Prairie, TX
• 05/2024 → Present
  Fisher Investments
  Plano, TX
• 08/2023 → 04/2024
  Dallas Stars
  Mansfield, TX

Previous Registrations

• 2023-10-24 → 2024-05-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Grand Prairie, TX
  Grand Prairie, TX
  Grand Prairie, TX
  Frisco, TX
  Frisco, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-10-23