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Maria Jose Angulo Lohrengel

Fisher Investments

Heredia

Plano, TX

CRD 7707909

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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
CA RA APPROVED 2023-04-25
  • CA RA
    APPROVED
    Since 2023-04-25

Branch Locations

Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

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
Fisher Investments San Mateo CA 02/2023 Present
Little Buddha Group Sl Barcelona 07/2021 09/2022
Top Doctors Uk Barcelona 09/2019 07/2021
Societe Generale Montpellier 07/2018 04/2019
Bbva Figueres 07/2019 09/2019
Equidisto Montpellier 03/2018 07/2018
Scootfast Vilajuiga 10/2017 12/2017
Estado Region San Jose 03/2017 10/2017
Arkea Banque Entreprise Et Institutionnels Montpellier 03/2016 09/2016
University Montpellier 09/2008 09/2017
University Montpellier 09/2016 03/2017
Unemployment Montpellier 12/2017 03/2018
Unemployment Figueres 04/2019 07/2019
Unemployment San Jose 09/2022 02/2023
  • 02/2023 → Present
    Fisher Investments
    San Mateo, CA
  • 07/2021 → 09/2022
    Little Buddha Group Sl
    Barcelona
  • 09/2019 → 07/2021
    Top Doctors Uk
    Barcelona
  • 07/2018 → 04/2019
    Societe Generale
    Montpellier
  • 07/2019 → 09/2019
    Bbva
    Figueres
  • 03/2018 → 07/2018
    Equidisto
    Montpellier
  • 10/2017 → 12/2017
    Scootfast
    Vilajuiga
  • 03/2017 → 10/2017
    Estado Region
    San Jose
  • 03/2016 → 09/2016
    Arkea Banque Entreprise Et Institutionnels
    Montpellier
  • 09/2008 → 09/2017
    University
    Montpellier
  • 09/2016 → 03/2017
    University
    Montpellier
  • 12/2017 → 03/2018
    Unemployment
    Montpellier
  • 04/2019 → 07/2019
    Unemployment
    Figueres
  • 09/2022 → 02/2023
    Unemployment
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-25
  • S65 Uniform Investment Adviser Law Examination
    2023-04-25

View on SEC IAPD

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