Inactive

Danielle Howell

Fisher Investments

CRD 7436286

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-12-08

TX RA
APPROVED

Since 2021-12-08

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

6500 International Parkway Suite 2050, Plano, TX 75093 • 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

Organization	City	State	From	To
Fisher Investments	Plano	TX	08/2019	08/2021
Fisher Investments	Plano	TX	08/2021	Present
Nordstrom	Frisco	TX	04/2019	06/2019
Nordstrom	Frisco	TX	05/2018	04/2019
Nordstrom	Frisco	TX	08/2016	05/2018
Nordstrom	Hurst	TX	09/2015	08/2016

08/2019 → 08/2021

Fisher Investments

Plano, TX
08/2021 → Present

Fisher Investments

Plano, TX
04/2019 → 06/2019

Nordstrom

Frisco, TX
05/2018 → 04/2019

Nordstrom

Frisco, TX
08/2016 → 05/2018

Nordstrom

Frisco, TX
09/2015 → 08/2016

Nordstrom

Hurst, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-07

S65 Uniform Investment Adviser Law Examination

2021-12-07

View on SEC IAPD

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