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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 | 2024-06-04 |
| WA | RA | APPROVED | 2024-06-04 |
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 | 08/2021 | Present |
| Harlow Wealth Management, Inc. | Vancouver | WA | 10/2020 | 08/2021 |
| University Of Portland | Portland | OR | 01/2019 | 03/2020 |
| Mint Valley Golf Course | Longview | WA | 04/2015 | 08/2017 |
| Mint Valley Golf Course | Longview | WA | 05/2018 | 08/2018 |
| Mint Valley Golf Course | Longview | WA | 05/2019 | 08/2019 |
| Mint Valley Golf Course | Longview | WA | 03/2020 | 03/2021 |
| Full-Time Education | Portland | OR | 08/2017 | 05/2018 |
| Full-Time Education | Portland | OR | 09/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
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