Richard Paul Parker

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

• 09/2015 → 10/2016
  Eqis
  San Rafael, CA
• 10/2016 → 01/2017
  Lincoln Financial Securities Corporation
  Burlington, NC
• 01/2017 → 02/2025
  Clark Capital Management Group, Inc.
  Philadelphia, PA
• 02/2025 → Present
  Fisher Invetments
  Plano, TX

Previous Registrations

• 2016-10-10 → 2017-02-17
  Osaic Fs, Inc.
  Burlington, NC
• 2016-02-04 → 2016-08-30
  Freedom Investment Management, Inc.
  South Windsor, CT
• 2014-12-11 → 2015-09-15
  Curian Capital, Llc
  Denver, CO
  Denver, CO
  Franklin, TN
• 2012-05-23 → 2012-12-13
  Lpl Financial Llc
  Louisville, KY
• 2010-05-07 → 2012-05-30
  Edward Jones
  Wendell, NC
  Raleigh, NC
  Mt Washington, KY
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-06
• S66 Uniform Combined State Law Examination
  2010-05-06

Other Names

• Richard Parker
• Richard Paul Parker
• Richard Paul Parker
• Rick Parker