Erik Lopez

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

• 08/2019 → 08/2021
  Willsub Pcmi Services (Stisd District)
  Edinburg, TX
• 08/2017 → 08/2019
  Region One Education Center
  Edinburg, TX
• 08/2018 → 08/2021
  University Of Texas Rio Grande Valley
  Edinburg, TX
• 08/2012 → 05/2017
  University Of Texas Rio Grande Valley
  Edinburg, TX
• 08/2021 → 12/2021
  Unemployed
  Austin, TX
• 12/2021 → 05/2022
  Equitable Advisors
  Austin, TX
• 05/2017 → 08/2017
  Unemployed
  Edinburg, TX
• 01/2023 → 08/2023
  Enterprise Holdings
  Fort Worth, TX
• 07/2022 → 10/2022
  Wiley Edge
  Fort Worth, TX
• 09/2023 → 04/2026
  Fideilty Investments
  Westlake, TX
• 07/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-12
• S63 Uniform Securities Agent State Law Examination
  2022-03-18