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Rodrigo Josue Aguilar Alfaro

Fisher Investments

Plano, TX

Heredia

CRD 7619605

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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
CA RA APPROVED 2022-09-08
  • CA RA
    APPROVED
    Since 2022-09-08

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

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 San Mateo CA 08/2022 Present
Mckinsey & Company Heredia 11/2020 08/2022
Unemployed San Jose 07/2020 11/2020
Generacion E Innovacion Medica San Jose 02/2020 06/2020
Infocus Healthcare San Jose 02/2018 02/2020
Mall Solidarista San Jose 08/2016 02/2018
  • 08/2022 → Present
    Fisher Investments
    San Mateo, CA
  • 11/2020 → 08/2022
    Mckinsey & Company
    Heredia
  • 07/2020 → 11/2020
    Unemployed
    San Jose
  • 02/2020 → 06/2020
    Generacion E Innovacion Medica
    San Jose
  • 02/2018 → 02/2020
    Infocus Healthcare
    San Jose
  • 08/2016 → 02/2018
    Mall Solidarista
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-08
  • S65 Uniform Investment Adviser Law Examination
    2022-09-08
Other Names
  • Rodrigo Aguilar
  • Rodrigo Josue Aguilar

View on SEC IAPD

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