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Luis Rodolfo Miranda Brenes

Fisher Investments

Plano, TX

Heredia

CRD 7802787

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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
CA RA APPROVED 2023-10-21
  • CA RA
    APPROVED
    Since 2023-10-21

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Zona Franca America, Edifício E21, Sexto Piso, Heredia 40103 • Costa Rica

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 San Mateo CA 08/2023 Present
Foundever San Jose 07/2020 08/2023
Achieve Languages By Oxford University Press Sao Leopoldo 12/2011 12/2019
Centro Cultural Costarricence Norteamericano Cartago 12/2019 07/2020
  • 08/2023 → Present
    Fisher Investments
    San Mateo, CA
  • 07/2020 → 08/2023
    Foundever
    San Jose
  • 12/2011 → 12/2019
    Achieve Languages By Oxford University Press
    Sao Leopoldo
  • 12/2019 → 07/2020
    Centro Cultural Costarricence Norteamericano
    Cartago
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-20
  • S65 Uniform Investment Adviser Law Examination
    2023-10-20

View on SEC IAPD

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