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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 | 2021-04-20 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
6500 International Parkway Ste 2050, Plano, TX 75093 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oklahoma Christian Schools | Edmond | OK | 05/2014 | 04/2017 |
| Axa-Advisors, Llc | New York | NY | 04/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2017 | 12/2020 |
| Fisher Asset Management, Llc | Plano | TX | 04/2021 | Present |
| Unemployed | Mckinney | TX | 12/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-16 |
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