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Maxwell Gilliam

Fisher Investments

Plano, TX

CRD 7715981

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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 2024-07-10
  • TX RA
    APPROVED
    Since 2024-07-10

Branch Locations

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
Bright Financial Advisors Portage MI 05/2021 06/2024
Cottage Inn Pizza Corp. Kalamazoo MI 12/2017 04/2021
Moccia Lawn And Landscaping Grosse Ile MI 08/2016 08/2017
Full Time Student Kalamazoo MI 08/2017 05/2021
Fisher Investments Plano TX 06/2024 Present
Full Time Student Kalamazoo MI 09/2017 11/2017
  • 05/2021 → 06/2024
    Bright Financial Advisors
    Portage, MI
  • 12/2017 → 04/2021
    Cottage Inn Pizza Corp.
    Kalamazoo, MI
  • 08/2016 → 08/2017
    Moccia Lawn And Landscaping
    Grosse Ile, MI
  • 08/2017 → 05/2021
    Full Time Student
    Kalamazoo, MI
  • 06/2024 → Present
    Fisher Investments
    Plano, TX
  • 09/2017 → 11/2017
    Full Time Student
    Kalamazoo, MI
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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