Paul Dobler

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

• 01/2023 → 04/2023
  Raymond James Financial Services, Inc.
  Clearwater, FL
• 01/2021 → 06/2024
  Greenbridge Wealth Management
  Clearwater, FL
• 01/2019 → Present
  717 Parking Enterprises, Inc.
  Tampa, FL
• 08/2018 → 12/2022
  University Of Tampa
  Tampa, FL
• 08/2014 → 05/2018
  Bloomingdale High School
  Valrico, FL
• 10/2016 → 12/2017
  Buckhorn Springs Golf & Country Club
  Valrico, FL
• 10/2015 → 09/2016
  Chick-Fil-A
  Brandon, FL
• 05/2023 → 06/2024
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 05/2023 → 06/2024
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 08/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2023-06-01 → 2024-06-28
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
  Clearwater, FL

Other Businesses

717 PARKING ENTERPRISES - 1523 N. FRANKLIN STREET, TAMPA, FL 33602; NON-INVESTMENT RELATED; PARKING SERVICES; VALET; 6 hours each Saturday

Exams

• S66 Uniform Combined State Law Examination
  2023-05-30

Other Names

• Paul Cameron Dobler