Best Investors Account Sign in
Inactive

Kyree Shantrell Anderson

Fisher Investments

Plano, TX

CRD 6735633

Claim This Profile
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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-25
  • TX RA
    APPROVED
    Since 2026-03-25

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TX 10/2025 Present
State Farm Richardson TX 03/2024 10/2025
National Utilisource Plano TX 08/2023 03/2024
Dabella Farmers Branch TX 05/2023 08/2023
Essilorluxottica Farmers Branch TX 10/2018 05/2023
State Farm Richardson TX 01/2016 10/2018
  • 10/2025 → Present
    Plano, TX
  • 03/2024 → 10/2025
    State Farm
    Richardson, TX
  • 08/2023 → 03/2024
    National Utilisource
    Plano, TX
  • 05/2023 → 08/2023
    Dabella
    Farmers Branch, TX
  • 10/2018 → 05/2023
    Essilorluxottica
    Farmers Branch, TX
  • 01/2016 → 10/2018
    State Farm
    Richardson, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-25
  • S65 Uniform Investment Adviser Law Examination
    2026-03-25

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor