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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-11 |
| TX | RA | APPROVED | 2026-06-11 |
| WA | RA | APPROVED | 2026-06-11 |
Branch Locations
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Portland | OR | 04/2024 | 10/2025 |
| Nylife Securities Llc | Portland | OR | 10/2024 | 10/2025 |
| Unemployed | Portland | OR | 01/2024 | 04/2024 |
| City Of Longview | Longview | WA | 01/2020 | 12/2023 |
| Unemployed | Longview | WA | 07/2019 | 12/2019 |
| The Flyways, Inc. | New Orleans | LA | 05/2013 | 06/2019 |
| Zebras Unite | Portland | OR | 02/2018 | 04/2019 |
| Fisher Investments | Camas | WA | 05/2026 | Present |
| Door Dash | Portland | OR | 09/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-06 |
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