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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-21 |
| TX | RA | APPROVED | 2022-10-04 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 05/2017 | Present |
| Fedex Ground | Portland | OR | 10/2015 | 04/2017 |
the name of the other business; Julia's Pet Spaw whether the business is investment-related; No the nature of the other business; small dog grooming your position; co-owner title, or relationship with the other business; co-owner the start date of your relationship; 01/01/2024 the approximate number of hours/month you devote to the other business; Weekends 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: Assist with business operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-04 |
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