Best Investors
Account
Sign in
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 | 2022-04-06 |
Branch Locations
6504 International Parkway, Plano, TX 75093 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc | Dallas | TX | 06/2019 | 01/2020 |
| University Of Oklahoma | Norman | OK | 01/2018 | 02/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 01/2021 | 02/2022 |
| Tyler Technologies | Plano | TX | 03/2020 | 12/2020 |
| Equitable Advisors | Dallas | TX | 06/2019 | 01/2020 |
| Unemployed | Norman | OK | 03/2019 | 06/2019 |
| Unemployed | Dallas | TX | 02/2020 | 02/2020 |
| Mml Investors Services, Llc | Lubbock | TX | 05/2017 | 08/2017 |
| Tolleson Wealth Management | Dallas | TX | 05/2018 | 08/2018 |
| Pfg Advisors | Lubbock | TX | 05/2017 | 08/2017 |
| University Of Oklahoma | Norman | OK | 08/2015 | 05/2018 |
| University Of Oklahoma | Norman | OK | 01/2016 | 05/2017 |
| Fisher Investments | Plano | TX | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-07 |
Reach out to this advisor