Paola Lasalle

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

• 03/2021 → Present
  Fisher Investments
  Plano, TX
• 08/2014 → 08/2017
  Buffalo Wild Wings
  Tomball, TX
• 08/2017 → 05/2018
  Buffalo Wild Wings
  Dallas, TX
• 05/2018 → 08/2018
  Zurich North America
  Addison, TX
• 08/2018 → 11/2018
  Zartech, Inc
  Dallas, TX
• 01/2019 → 05/2019
  Fujitsu Network Communications
  Richardson, TX
• 08/2019 → 08/2020
  Mosaic North America
  Irving, TX
• 08/2019 → 03/2021
  Unemployed
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-16

Other Names

• Nikki Lasalle