Ben Givan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 12/2017
  Full Time Student
  Louisville, KY
• 01/2018 → 10/2018
  Suibway
  Louisville, KY
• 11/2018 → 08/2019
  Chilis
  Louisville, KY
• 09/2019 → 08/2020
  University Of Kentucky
  Lexington, KY
• 06/2021 → 08/2021
  State Farm
  Louisville, KY
• 09/2020 → 05/2022
  Chipotle
  Lexington, KY
• 06/2022 → 08/2022
  Air Hydro Power
  Louisville, KY
• 09/2022 → 10/2022
  University Of Kentucky
  Lexington, KY
• 11/2022 → 01/2024
  Dominos
  Lexington, KY
• 05/2023 → 09/2023
  Total Quality Logistics
  Lexington, KY
• 08/2023 → 01/2024
  Dominos
  Lexington, KY
• 02/2024 → 11/2024
  Edward Jones
  St Louis, MO
• 05/2025 → Present
  Fisher Investments
  Plano, TX
• 11/2024 → 04/2025
  Unemployed
  Louisville, KY

Previous Registrations

• 2024-04-13 → 2024-12-02
  Edward Jones
  St. Louis, MO
  Louisville, KY
  Lexington, KY
  Lexington, KY
  Lexington, KY

Exams

• S66 Uniform Combined State Law Examination
  2024-04-09

Other Names

• Benjamin Robert Givan