Mckenzie Perdok

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

• 04/2016 → 08/2018
  Palio's Pizza Cafe
  Colleyville, TX
• 12/2019 → 12/2019
  Big Fish Cafe
  Grapevine, TX
• 10/2019 → 10/2019
  Tone Method
  Lubbock, TX
• 11/2019 → 11/2019
  Fore Golf
  Lubbock, TX
• 01/2020 → 03/2020
  Razzoo's
  Lubbock, TX
• 09/2020 → 01/2021
  Wolfforth United Methodist Church
  Wolfforth, TX
• 06/2021 → 09/2021
  The Funky Door Restaurant
  Lubbock, TX
• 06/2022 → 09/2023
  Sewell Bmw Of Grapevine
  Grapevine, TX
• 06/2020 → 07/2020
  Big Fish Cafe
  Grapevine, TX
• 09/2023 → 02/2024
  Sewell Bmw Of Grapevine
  Grapevine, TX
• 02/2024 → 07/2024
  Sewell Bmw Of Grapevine
  Grapevine, TX
• 07/2024 → 12/2024
  Sewell Infiniti Of Dallas
  Dallas, TX
• 08/2018 → 10/2019
  Full Time Education
  Lubbock, TX
• 01/2021 → 06/2021
  Full Time Education
  Lubbock, TX
• 09/2021 → 06/2022
  Full Time Education
  Lubbock, TX
• 08/2018 → 05/2022
  Full Time Education
  Lubbock, TX
• 12/2024 → 05/2026
  Charles Schwab & Co., Inc.
  Austin, TX
• 06/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-16
• S63 Uniform Securities Agent State Law Examination
  2025-04-17