Anna Magann

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

• 06/2024 → 05/2025
  W&S Brokerage
  San Diego, CA
• 06/2024 → 05/2025
  Western Southern Life
  San Diego, CA
• 09/2023 → 06/2024
  Banker's Life
  San Diego, CA
• 06/2023 → 09/2023
  Unemployed
  San Diego, CA
• 01/2023 → 06/2023
  Northwestern Mutual
  Los Angeles, CA
• 07/2021 → 12/2022
  California State University Los Angeles
  Los Angeles, CA
• 09/2018 → 06/2021
  San Diego Mesa College
  San Diego, CA
• 04/2018 → 08/2018
  Ideal Fitness
  San Diego, CA
• 08/2017 → 04/2018
  San Diego Mesa College
  San Diego, CA
• 03/2017 → 08/2017
  Seasalt
  San Diego, CA
• 10/2016 → 03/2017
  San Diego Mesa College
  San Diego, CA
• 03/2016 → 10/2016
  Alberstons Companies, Inc
  San Diego, CA
• 05/2025 → 06/2026
  Morgan Stanley
  Tampa, FL
• 06/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-05-22 → 2026-06-02
  Morgan Stanley
  Tampa, FL
• 2025-04-30 → 2025-05-12
  W&S Brokerage Services, Inc.
  San Diego, CA

Other Businesses

the name of the other business; N/A whether the business is investment-related; No the address of the other business; N/A the nature of the other business; Arts your position; Singer/performer title, or relationship with the other business; Singer/performer the start date of your relationship; 03/01/2026 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I perform with bands

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-30
• S63 Uniform Securities Agent State Law Examination
  2024-09-27

Other Names

• Anna Pauleen Magann