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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3405 W Martin L King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 06/2021 | Present |
| Unemployed | Tampa | FL | 05/2021 | 06/2021 |
| Bull2Bull Financial Education At Usf | Tampa | FL | 07/2019 | 05/2021 |
| Franklin Templeton | St. Petersburg | FL | 06/2020 | 07/2020 |
| Nanny | Tampa | FL | 09/2017 | 07/2019 |
| Seal Swim School | Tarpon Springs | FL | 03/2015 | 09/2017 |
| Student | Tarpon Springs | FL | 05/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-08 |
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