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Carlos Alberto Porras Alfaro

Fisher Investments

Heredia

Plano, TX

CRD 7817345

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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 2023-11-24
  • CA RA
    APPROVED
    Since 2023-11-24

Branch Locations

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

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 San Mateo CA 09/2023 Present
Amazon San Jose 10/2022 09/2023
Our Infinite Company (Lower Valley) Rio Grande Valley TX 12/2021 06/2022
Susan Andres Allstate Insurance Northern Cambria PA 04/2021 10/2021
Jumpstart Go Cape Coral FL 01/2020 04/2021
Extended Traveling Lahti 06/2022 09/2022
Universidad Latina Alajuela 09/2018 Present
High School Alajuela 01/2012 12/2017
Universidad De Costa Rica Tacares 01/2018 07/2018
Self Employed Grecia 01/2020 06/2022
  • 09/2023 → Present
    Fisher Investments
    San Mateo, CA
  • 10/2022 → 09/2023
    Amazon
    San Jose
  • 12/2021 → 06/2022
    Our Infinite Company (Lower Valley)
    Rio Grande Valley, TX
  • 04/2021 → 10/2021
    Susan Andres Allstate Insurance
    Northern Cambria, PA
  • 01/2020 → 04/2021
    Jumpstart Go
    Cape Coral, FL
  • 06/2022 → 09/2022
    Extended Traveling
    Lahti
  • 09/2018 → Present
    Universidad Latina
    Alajuela
  • 01/2012 → 12/2017
    High School
    Alajuela
  • 01/2018 → 07/2018
    Universidad De Costa Rica
    Tacares
  • 01/2020 → 06/2022
    Self Employed
    Grecia
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-23
  • S65 Uniform Investment Adviser Law Examination
    2023-11-23

View on SEC IAPD

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