Michael Burns

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

• 03/2013 → 11/2018
  Benchmark Securities Llc
  Winter Park, FL
• 03/2020 → Present
  Fisher Investments
  Plano, TX
• 11/2018 → 03/2020
  Unemployed
  Plano, TX

Previous Registrations

• 2012-05-29 → 2013-02-26
  Hilltop Securities Inc.
  Dallas, TX
• 2007-06-06 → 2012-05-22
  Ubs Financial Services Inc.
  Dallas, TX
  Weehawken, NJ
  Dallas, TX
  Weehawken, NJ
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-11
• S66 Uniform Combined State Law Examination
  2006-12-08
• S63 Uniform Securities Agent State Law Examination
  1983-03-28