Chika Mma Iro

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

• 08/2016 → 05/2019
  Texas Army National Guard
  Mckinney, TX
• 11/2017 → 04/2018
  Aerotek
  Hurst, TX
• 04/2018 → 02/2023
  Td Ameritrade
  Southlake, TX
• 02/2023 → 01/2024
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 02/2024 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-02
• S63 Uniform Securities Agent State Law Examination
  2018-07-26

Other Names

• Chika Iro