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Carson Ray Davis

Fisher Investments

Plano, TX

CRD 7918880

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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 2024-06-12
  • TX RA
    APPROVED
    Since 2024-06-12

Branch Locations

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 Plano TX 05/2024 Present
Avadian Credit Union Hoover AL 05/2020 04/2024
Auburn University Auburn AL 08/2016 05/2020
Nike Leeds AL 05/2019 08/2019
Donohoo Auto Pelham AL 06/2018 08/2018
Donohoo Auto Pelham AL 05/2017 08/2017
  • 05/2024 → Present
    Fisher Investments
    Plano, TX
  • 05/2020 → 04/2024
    Avadian Credit Union
    Hoover, AL
  • 08/2016 → 05/2020
    Auburn University
    Auburn, AL
  • 05/2019 → 08/2019
    Nike
    Leeds, AL
  • 06/2018 → 08/2018
    Donohoo Auto
    Pelham, AL
  • 05/2017 → 08/2017
    Donohoo Auto
    Pelham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-12
  • S65 Uniform Investment Adviser Law Examination
    2024-06-12
Other Names
  • Carson Davis

View on SEC IAPD

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