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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 | 2026-08-24 |
| WA | RA | APPROVED | 2026-08-24 |
Branch Locations
5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 12/2025 | Present |
| Fisher Investments | Camas | WA | 07/2023 | 12/2025 |
| Fisher Investments | Camas | WA | 03/2021 | 06/2023 |
| Portland State Campus Recreation | Portland | OR | 10/2022 | 03/2023 |
| Diamond Valley Insurance Services | Murrieta | CA | 02/2019 | 03/2020 |
| Affinity Mortgage | Murrieta | CA | 05/2020 | 03/2021 |
| Full-Time Student | Murrieta | CA | 01/2016 | 02/2019 |
the name of the other business; StarCycle whether the business is investment-related; Not Investment-Related the address of the other business; Vancouver, WA the nature of the other business; Fitness Studio your position; Fitness Instructor title, or relationship with the other business; Employee the start date of your relationship; 12/2024 the approximate number of hours/month you devote to the other business; 8 hr/month the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I teach fitness classes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-24 |
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