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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-15 |
| WA | RA | APPROVED | 2025-09-12 |
Branch Locations
Port Orchard, WA • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. | Lone Tree | CO | 02/2017 | 07/2018 |
| The Mill Bistro & Lounge | Lynden | WA | 12/2015 | 12/2016 |
| Western Washington University (Wwu) Bellingham | Bellingham | WA | 09/2014 | 12/2016 |
| Unemployed | Bellingham | WA | 12/2016 | 02/2017 |
| Unemployed | Everson | WA | 07/2018 | 09/2018 |
| Waddell & Reed, Inc. | Bellingham | WA | 09/2018 | 04/2019 |
| Jp Morgan Securities, Llc | Arlington | WA | 07/2019 | 12/2021 |
| Jp Morgan Chase Bank, N.A. | Arlington | WA | 07/2019 | 12/2021 |
| Unemployed | Bellingham | WA | 04/2019 | 07/2019 |
| Charles Schwab & Co., Inc. | Seattle | WA | 12/2021 | 08/2025 |
| Charles Schwab Bank, Ssb | Seattle | WA | 12/2021 | 08/2025 |
| Fisher Investments | Plano | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-07 |
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