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Andrew Lourcey

Fisher Investments

Plano, TX

Tampa, FL

CRD 8289634

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-23
TX RA APPROVED 2026-07-13
  • FL RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED
    Since 2026-07-13

Branch Locations

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

3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Fisher Investments Tampa FL 06/2026 Present
Fisher Investments Tampa FL 06/2024 Present
Publix Orlando FL 05/2021 Present
Hungry Howies Crawfordville FL 06/2020 12/2020
Full Time Student Crawfordville FL 01/2015 04/2020
Full Time Student Orlando FL 12/2020 12/2023
  • 06/2026 → Present
    Fisher Investments
    Tampa, FL
  • 06/2024 → Present
    Fisher Investments
    Tampa, FL
  • 05/2021 → Present
    Publix
    Orlando, FL
  • 06/2020 → 12/2020
    Hungry Howies
    Crawfordville, FL
  • 01/2015 → 04/2020
    Full Time Student
    Crawfordville, FL
  • 12/2020 → 12/2023
    Full Time Student
    Orlando, FL
Other Businesses

Publix Grocery Clerk 8 hours a month on Saturdays only

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-13
  • S65 Uniform Investment Adviser Law Examination
    2026-07-13

View on SEC IAPD

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