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Cary Christopher Mcdonald

Fisher Investments

Loveland, OH

Plano, TX

CRD 1294878

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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 2022-02-02
OH RA APPROVED 2015-07-14
  • TX RA
    APPROVED
    Since 2022-02-02
  • OH RA
    APPROVED
    Since 2015-07-14

Branch Locations

Loveland, OH • 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 07/2015 Present
Previous Registrations
  • 2015-05-21 → 2015-10-14
    Main Street Family Advisors, Inc.
    Sharonville, OH
  • 2011-05-09 → 2012-04-16
    Lpl Financial Llc
    Oxford, OH
    Middletown, OH
    Okeana, OH
    Fairfield, OH
    Cincinnati, OH
    Hamilton, OH
    Cincinnati, OH
    Fort Mill, SC
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-02-06
  • S63 Uniform Securities Agent State Law Examination
    1985-02-06
Designations
  • Certified Financial Planner
Other Names
  • Mcdonald

View on SEC IAPD

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