Philip Daniel Parmiter

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

• 09/2017 → 05/2018
  Fisher Investments
  Plano, TX
• 11/2015 → 09/2017
  New Penn Financial
  Plymouth Meeting, PA
• 06/2018 → 02/2019
  Personal Capital
  Dallas, TX
• 02/2019 → 07/2019
  Unemployed
  Dallas, TX
• 07/2019 → 09/2019
  Jpm Chase
  Dallas, TX
• 09/2019 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-03

Other Names

• Philip D Parmiter