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David Ricardo Velazquez Gonzalez

Fisher Investments

Plano, TX

Heredia

CRD 7854218

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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 2024-03-05
  • CA RA
    APPROVED
    Since 2024-03-05

Branch Locations

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

Zona Franca America, Edifício E21, Sexto Piso San Francisco, 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 12/2023 Present
Equifax San Jose 11/2022 11/2023
Experian Heredia 05/2018 09/2022
Amazon Heredia 01/2017 12/2017
Instituto Desarrollo De Inteligencia San Jose 01/2009 12/2016
Education San Jose 01/2018 04/2018
  • 12/2023 → Present
    Fisher Investments
    San Mateo, CA
  • 11/2022 → 11/2023
    Equifax
    San Jose
  • 05/2018 → 09/2022
    Experian
    Heredia
  • 01/2017 → 12/2017
    Amazon
    Heredia
  • 01/2009 → 12/2016
    Instituto Desarrollo De Inteligencia
    San Jose
  • 01/2018 → 04/2018
    Education
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-05
  • S65 Uniform Investment Adviser Law Examination
    2024-03-05
Other Names
  • David Ricardo Velazquez Gonzalez

View on SEC IAPD

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