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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 | 2026-03-12 |
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 |
|---|---|---|---|---|
| Ouachita Baptist University | Arkadelphia | AR | 08/2019 | 05/2023 |
| Allen High School | Allen | TX | 08/2015 | 08/2019 |
| Thrivent Investment Management Inc | Allen | TX | 10/2023 | 04/2024 |
| Dynacraft | Mckinney | TX | 06/2023 | 09/2023 |
| Lion Landscape And Pools | Prosper | TX | 05/2022 | 08/2022 |
| Smoothie King | Allen | TX | 06/2021 | 08/2021 |
| Thrivent Financial | Appleton | WI | 04/2024 | 07/2024 |
| Voya Financial Advisors | Addison | TX | 10/2024 | 02/2026 |
| Fisher Investments | Plano | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
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