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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 | 2024-03-07 |
| WA | RA | APPROVED | 2024-03-07 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
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 |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 01/2024 | Present |
| Umpqua Bank | Medford | OR | 03/2022 | 12/2023 |
| Ean Holdings (Enterprise Rent A Car) | Medford | OR | 11/2020 | 01/2022 |
| Unemplyed | Medford | OR | 06/2020 | 11/2020 |
| University Of Oregon | Eugene | OR | 12/2017 | 06/2020 |
| North Medford High School And University Of Oregon | Medford | OR | 01/2014 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-07 |
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