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Steven Blake Packard

Fisher Investments

Plano, TX

Narragansett, RI

CRD 6883849

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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
RI RA APPROVED 2025-01-29
CT RA APPROVED 2024-10-15
TX RA APPROVED_RES 2022-09-07
WA RA APPROVED 2019-06-14
  • RI RA
    APPROVED
    Since 2025-01-29
  • CT RA
    APPROVED
    Since 2024-10-15
  • TX RA
    APPROVED_RES
    Since 2022-09-07
  • WA RA
    APPROVED
    Since 2019-06-14

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Narragansett, RI • 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
Edward Jones St Louis MO 12/2017 10/2018
World Financial Group Eugene OR 01/2016 09/2017
Talus Payments Eugene OR 07/2017 08/2017
F&R Manufacture Creswell OR 08/2017 12/2017
Fisher Investments Camas WA 05/2019 Present
Baseballism Portland OR 11/2018 05/2019
  • 12/2017 → 10/2018
    Edward Jones
    St Louis, MO
  • 01/2016 → 09/2017
    World Financial Group
    Eugene, OR
  • 07/2017 → 08/2017
    Talus Payments
    Eugene, OR
  • 08/2017 → 12/2017
    F&R Manufacture
    Creswell, OR
  • 05/2019 → Present
    Fisher Investments
    Camas, WA
  • 11/2018 → 05/2019
    Baseballism
    Portland, OR
Previous Registrations
  • 2018-05-14 → 2018-10-04
    Edward Jones
    Bloomington, MN
    Oregon City, OR
    Minneapolis, MN
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-11
  • S66 Uniform Combined State Law Examination
    2018-05-11
Other Names
  • Steven Blake Packard
  • Steven Packard

View on SEC IAPD

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