Taylor Alexandra Talavera

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

• 11/2022 → Present
  Fisher Investments
  Plano, TX
• 10/2019 → 12/2019
  Nordstrom
  Austin, TX
• 06/2019 → 10/2019
  Texas Physical Therapy Specialist
  Austin, TX
• 06/2014 → 05/2017
  Home Depot
  Kyle, TX
• 06/2017 → 01/2018
  Ymca
  Round Rock, TX
• 06/2018 → 05/2019
  Texas State University
  San Marcos, TX
• 08/2014 → 12/2019
  Texas State University
  San Marcos, TX
• 02/2020 → 11/2022
  Fisher Investments
  Plano, TX

Other Businesses

the name of the other business; Instacart whether the business is investment-related; No the address of the other business; San Francisco, CA the nature of the other business; Grocery Delivery your position; Shopper title, or relationship with the other business; employee the start date of your relationship; 2/24/24 the approximate number of hours/month you devote to the other business; 2-4 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Shop in store and delivery orders from grocery stores

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07

Other Names

• Taylor Talavera