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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-29 |
| PA | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED | 2024-03-20 |
| WA | RA | APPROVED | 2022-12-13 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 08/2022 | Present |
| Enterprise Holdings | Eugene | OR | 10/2021 | 01/2022 |
| Pollo Norte | Portland | OR | 07/2019 | 09/2019 |
| The Old Spaghetti Factory | Portland | OR | 12/2016 | 08/2017 |
| Broadway & Meatballs | Portland | OR | 06/2018 | 08/2018 |
| University Of Oregon | Eugene | OR | 01/2022 | 06/2022 |
| University Of Oregon | Eugene | OR | 09/2019 | 10/2021 |
| University Of Oregon | Eugene | OR | 08/2018 | 07/2019 |
| Grant High School | Portland | OR | 08/2017 | 06/2018 |
| Grant Highschool | Portland | OR | 01/2014 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
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