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Andy Teahan

Fisher Investments

Plano, TX

Camas, WA

CRD 7661043

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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
TX RA APPROVED 2023-02-16
WA RA APPROVED 2023-02-16
  • TX RA
    APPROVED
    Since 2023-02-16
  • WA RA
    APPROVED
    Since 2023-02-16

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 Camas WA 05/2021 Present
Unemployed Portland OR 02/2021 05/2021
Blue Sun Inc Albany OR 10/2020 02/2021
Oregon State University Corvallis OR 06/2018 09/2020
American Conservation Experience Hurricane UT 07/2017 05/2018
Macatawa Bay Yacht Club Holland MI 06/2016 07/2017
Hope College Holland MI 09/2013 04/2017
  • 05/2021 → Present
    Fisher Investments
    Camas, WA
  • 02/2021 → 05/2021
    Unemployed
    Portland, OR
  • 10/2020 → 02/2021
    Blue Sun Inc
    Albany, OR
  • 06/2018 → 09/2020
    Oregon State University
    Corvallis, OR
  • 07/2017 → 05/2018
    American Conservation Experience
    Hurricane, UT
  • 06/2016 → 07/2017
    Macatawa Bay Yacht Club
    Holland, MI
  • 09/2013 → 04/2017
    Hope College
    Holland, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-15
  • S65 Uniform Investment Adviser Law Examination
    2023-02-15

View on SEC IAPD

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