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Zachary T Handran

Fisher Investments

Camas, WA

Plano, TX

CRD 7868644

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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
TX RA APPROVED 2024-04-08
WA RA APPROVED 2024-04-08
  • TX RA
    APPROVED
    Since 2024-04-08
  • WA RA
    APPROVED
    Since 2024-04-08

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

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 Camas WA 01/2022 02/2024
Fisher Investments Vancouver WA 02/2024 Present
Gonzaga University Spokane WA 09/2017 12/2021
Blanchet Catholic Salem OR 09/2013 06/2017
  • 01/2022 → 02/2024
    Fisher Investments
    Camas, WA
  • 02/2024 → Present
    Fisher Investments
    Vancouver, WA
  • 09/2017 → 12/2021
    Gonzaga University
    Spokane, WA
  • 09/2013 → 06/2017
    Blanchet Catholic
    Salem, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-08
  • S65 Uniform Investment Adviser Law Examination
    2024-04-08

View on SEC IAPD

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