Elizabeth Valdez

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

• 09/2019 → 02/2026
  Fisher Investments
  Plano, TX
• 08/2017 → 09/2019
  Abgi
  Grapevine, TX
• 04/2016 → 08/2017
  Mindtap Marketing
  Frisco, TX
• 06/2013 → 01/2017
  Michael Kors
  Grapevine, TX
• 02/2026 → Present
  Fisher Investments
  Plano, TX

Other Businesses

the name of the other business; Notary Public for the State of Texas whether the business is investment-related; No the address of the other business; 6500 International Parkway, Plano TX 75093 the nature of the other business; Performing notary duties your position; Notary Public title, or relationship with the other business; Notary Public the start date of your relationship; 09/24/21 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 1-5 and briefly describe your duties relating to the other business; Performing notary duties for the state of Texas

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-19