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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W & S Brokerage Services | Cincinnati | OH | 11/2022 | 12/2024 |
| Western & Southern Life | Troy | MI | 09/2022 | 12/2024 |
| High Ticket Closer | Richmond | MI | 03/2022 | 09/2022 |
| Integrated Logisitics 2000 | Virginia Beach | VA | 07/2021 | 03/2022 |
| Kuehne Nagel | Detroit | MI | 07/2020 | 07/2021 |
| Brave Fire Protection | Riley | MI | 09/2012 | 07/2020 |
| Lpl Enterprise, Llc | Troy | MI | 01/2025 | 09/2025 |
| Fisher Investments | Plano | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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