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David Williams

Fisher Investments

Plano, TX

Plano, TX

CRD 7754460

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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 2023-08-16
  • TX RA
    APPROVED
    Since 2023-08-16

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093 • United States

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 Plano TX 05/2020 Present
Full Time Student Auburn AL 08/2015 12/2019
Pending Offer At Fisher Investments Elberta AL 01/2020 04/2020
  • 05/2020 → Present
    Fisher Investments
    Plano, TX
  • 08/2015 → 12/2019
    Full Time Student
    Auburn, AL
  • 01/2020 → 04/2020
    Pending Offer At Fisher Investments
    Elberta, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-16
  • S65 Uniform Investment Adviser Law Examination
    2023-08-16

View on SEC IAPD

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