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Paul Navarro

Fisher Investments

Plano, TX

CRD 7601165

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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
WA RA APPROVED 2024-07-19
TX RA APPROVED 2022-08-31
  • WA RA
    APPROVED
    Since 2024-07-19
  • TX RA
    APPROVED
    Since 2022-08-31

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • 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 04/2019 Present
Umpqua Bank Vancouer WA 04/2018 04/2019
Cinetopia Vancouver WA 06/2015 04/2018
Full Time Education Vancouver WA 09/2011 12/2019
  • 04/2019 → Present
    Fisher Investments
    Plano, TX
  • 04/2018 → 04/2019
    Umpqua Bank
    Vancouer, WA
  • 06/2015 → 04/2018
    Cinetopia
    Vancouver, WA
  • 09/2011 → 12/2019
    Full Time Education
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31

View on SEC IAPD

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