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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-16 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geodis | Pano | TX | 05/2023 | 05/2023 |
| Geico | Richardson | TX | 04/2023 | 05/2023 |
| Amerisave Mortgage Corporation | Plano | TX | 01/2021 | 03/2023 |
| Bearded Brothers Roofing And Restoration | Arlington | TX | 10/2020 | 01/2021 |
| Hertz | Dallas | TX | 09/2019 | 10/2020 |
| University Of Illinois Dining Services | Urbana | IL | 12/2016 | 07/2019 |
| Hokin Investment Advisors | Northbrook | IL | 05/2023 | 08/2023 |
| Zorba's | Champaign | IL | 10/2016 | 12/2016 |
| Fisher Investment | Plano | TX | 10/2023 | Present |
| Geodis | Plano | TX | 09/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
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