Caleb Soukhamneut

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

• 08/2024 → 01/2025
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 10/2020 → 12/2024
  Montgomery Fire Rescue
  Montgomery, AL
• 01/2024 → 09/2024
  Northwestern Mutual
  Birmingham, AL
• 09/2019 → 10/2020
  Harbor Freight
  Prattville, AL
• 05/2017 → 08/2017
  Elmore County Board Of Education
  Wetumpka, AL
• 10/2017 → 05/2018
  Winn-Dixie
  Wetumpka, AL
• 05/2018 → 10/2018
  Academy Sports & Outdoors
  Montgomery, AL
• 09/2016 → 04/2017
  Changing Spaces Moving Inc.
  Birmingham, AL
• 10/2018 → 09/2019
  Unemployed
  Wetumpka, AL
• 01/2025 → 03/2026
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 01/2025 → 03/2026
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2025 → 03/2026
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 08/2026 → Present
  Fisher Investments
  Tampa, FL
• 04/2026 → 07/2026
  Valley Bank
  Wetumpka, AL

Previous Registrations

• 2025-01-21 → 2026-04-09
  First Command Advisory Services
  Wetumpka, AL
  Montgomery, AL
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-13
• S63 Uniform Securities Agent State Law Examination
  2024-12-20