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Tyler Ray Reed

Fisher Investments

Plano, TX

Plano, TX

CRD 6830378

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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 2020-03-18
  • TX RA
    APPROVED
    Since 2020-03-18

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • United States

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
Td Ameritrade Omaha NE 07/2017 03/2020
Unemployed Mapleton IA 11/2016 07/2017
Iowa Democratic Party Des Moines IA 06/2016 11/2016
G.P. Repair Mapleton IA 01/2015 01/2017
Fisher Investments Plano TX 03/2020 Present
  • 07/2017 → 03/2020
    Td Ameritrade
    Omaha, NE
  • 11/2016 → 07/2017
    Unemployed
    Mapleton, IA
  • 06/2016 → 11/2016
    Iowa Democratic Party
    Des Moines, IA
  • 01/2015 → 01/2017
    G.P. Repair
    Mapleton, IA
  • 03/2020 → Present
    Plano, TX
Previous Registrations
  • 2018-01-09 → 2020-03-05
    Td Ameritrade, Inc.
    Omaha, NE
    Kansas City, MO
  • 2018-01-09 → 2020-03-05
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-08
S63 Uniform Securities Agent State Law Examination 2017-08-29
  • S66 Uniform Combined State Law Examination
    2018-01-08
  • S63 Uniform Securities Agent State Law Examination
    2017-08-29

View on SEC IAPD

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