Lisa Elizabeth Sharp

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-20

TX RA
APPROVED

Since 2025-08-20

Branch Locations

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

Organization	City	State	From	To
Fisher Investments	Plano	TX	12/2019	Present
Collin College	Mckinney	TX	07/2014	Present
Southern Methodist University	Dallas	TX	06/2021	Present
Independent Contractor Attorney	Dallas	TX	01/2016	11/2019

12/2019 → Present

Fisher Investments

Plano, TX
07/2014 → Present

Collin College

Mckinney, TX
06/2021 → Present

Southern Methodist University

Dallas, TX
01/2016 → 11/2019

Independent Contractor Attorney

Dallas, TX

Other Businesses

Lisa Sharp Mediation; not investment related; address TX 75098; nature of business - mediating; Mediator; Mediator; Start date 11/01/2025; 8 hours quarterly; 0 hours during securities trading hours; Since I teach mediation (Collin and SMU) I need to have a mediation service offered to maintain credibility.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-20

S65 Uniform Investment Adviser Law Examination

2025-08-20

Other Names

Lisa Sharp

View on SEC IAPD