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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 | 2022-02-22 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
6500 International Parkway Suite 2050, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Saint Paul | MN | 11/2012 | 04/2018 |
| Wells Fargo Clearing Services, Llc | Saint Paul | MN | 11/2016 | 04/2018 |
| Securian Financial Services Inc | St. Paul | MN | 07/2018 | 12/2021 |
| Minnesota Life Insurance Co | St. Paul | MN | 06/2018 | 12/2021 |
| Fisher Investments | Plano | TX | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-18 |
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