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Callum Holley

Fisher Investments

Camas, WA

Plano, TX

CRD 7675225

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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 2025-01-14
WA RA APPROVED 2023-03-24
  • TX RA
    APPROVED
    Since 2025-01-14
  • WA RA
    APPROVED
    Since 2023-03-24

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 11/2022 Present
Pacific Office Automation Beaverton OR 09/2020 09/2022
College Corvallis OR 09/2019 07/2020
North Star Property Management Lake Oswego OR 06/2019 08/2019
College Corvallis OR 09/2017 06/2019
Oswego Lake Country Club Lake Oswego OR 06/2017 09/2017
College Oregon OR 09/2015 06/2017
  • 11/2022 → Present
    Fisher Investments
    Camas, WA
  • 09/2020 → 09/2022
    Pacific Office Automation
    Beaverton, OR
  • 09/2019 → 07/2020
    College
    Corvallis, OR
  • 06/2019 → 08/2019
    North Star Property Management
    Lake Oswego, OR
  • 09/2017 → 06/2019
    College
    Corvallis, OR
  • 06/2017 → 09/2017
    Oswego Lake Country Club
    Lake Oswego, OR
  • 09/2015 → 06/2017
    College
    Oregon, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-23
  • S65 Uniform Investment Adviser Law Examination
    2023-03-23

View on SEC IAPD

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