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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 | 2026-07-22 |
| WA | RA | APPROVED | 2026-07-22 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607-9911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmc Bank Na (Northwest) | Portland | OR | 08/2022 | 04/2026 |
| U. S. Bank | Portland | OR | 05/2017 | 07/2022 |
| Conduent | Portland | OR | 11/2016 | 05/2017 |
| Jimmy Johns | Gresham | OR | 03/2016 | 11/2016 |
| Grubhub Inc | Chicago | IL | 07/2022 | 09/2024 |
| Fisher Investments | Camas | WA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-15 |
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