Frederick Booker Turner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodland Hills, CA
• 02/2013 → 08/2016
  Linfield College
  Mcminnville, OR
• 04/2016 → 06/2016
  1882 Bar & Grille
  Mcminnville, OR
• 02/2013 → 06/2016
  Linfield College Athletic Department
  Mcminnville, OR
• 08/2016 → 05/2017
  Unemployed
  Canoga Park, CA
• 11/2017 → 03/2019
  Bank Of America, N.A.
  Woodland Hills, CA
• 06/2019 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2017-10-04 → 2019-03-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodland Hills, CA
  Westlake Village, CA

Other Businesses

| Name of the other business: ROGUE MAFIA LLC. | Investment-related? NO | Address of the other business: 22121 CANYON CREST DRIVE, MISSION VIEJO, CA 92692 | Nature of the other business: RECORD LABEL | Position, title, or relationship with the other business: CO-FOUNDER & SILENT PARTNER | Start date of your relationship: 01/2018 | Approximate number of hours/month you devote to the other business: 3 | Number of hours you devote to the other business during securities trading hours: 0 | Duties relating to the other business: BASIC ADMINISTRATIVE DECISIONS

Exams

• S66 Uniform Combined State Law Examination
  2017-10-03

Other Names

• Derick Booker Turner
• Frederick Turner