Ric Heiges

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

• 04/2021 → 10/2022
  Td Ameritrade
  Southlake, TX
• 08/2018 → 05/2019
  Aramark
  Huntsville, TX
• 06/2017 → 01/2019
  Sam Houston State
  Huntsville, TX
• 11/2022 → 07/2026
  J.P. Morgan Securities Llc
  Plano, TX
• 09/2019 → 05/2021
  General Nutrition Center
  Fort Worth, TX
• 05/2021 → 10/2022
  Charles Schwab & Co
  Southlake, TX
• 11/2012 → 05/2017
  Unemployed
  Huntsville, TX
• 06/2019 → 08/2019
  Unemployed
  Roanoke, TX
• 01/2023 → 07/2026
  Good Gamer Group
  Culver City, CA
• 07/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-27
• S63 Uniform Securities Agent State Law Examination
  2021-11-09

Other Names

• Ric Heiges
• Richard Peter Heiges