David Ko

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

• 10/2022 → Present
  Fisher Investments
  Plano, TX
• 06/2018 → 07/2018
  Bistox Exchange
  Dubai
• 01/2017 → 12/2017
  Mp Global
  Shenzhen
• 08/2021 → Present
  Dallas Theological Seminary
  Dallas, TX
• 05/2021 → 08/2021
  Unemployed
  Incheon
• 08/2014 → 06/2018
  Hsbc Business School
  Shenzhen
• 08/2018 → 05/2021
  Lollipop
  Incheon

Previous Registrations

• 2012-10-01 → 2013-07-19
  J.P. Morgan Securities Llc
  New York, NY
• 2011-07-06 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
• 2009-01-05 → 2010-10-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fredericksburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-08
• S66 Uniform Combined State Law Examination
  2008-12-31

Other Names

• Chung Hoon Ko