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Dexter Dell

Fisher Investments

Plano, TX

Tampa, FL

CRD 7968605

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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
FL RA APPROVED 2024-10-01
TX RA APPROVED 2024-09-18
  • FL RA
    APPROVED
    Since 2024-10-01
  • TX RA
    APPROVED
    Since 2024-09-18

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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 Tampa FL 05/2024 Present
Southwestern Advantage Nashville TN 05/2020 08/2023
University Of Oklahoma Norman OK 08/2019 12/2019
City Of Medford Medford OK 05/2018 07/2019
University Of Oklahoma Norman OK 08/2019 05/2023
Unemployed Tampa FL 08/2023 05/2024
Medford Public Schools Medford OK 07/2014 05/2019
  • 05/2024 → Present
    Fisher Investments
    Tampa, FL
  • 05/2020 → 08/2023
    Southwestern Advantage
    Nashville, TN
  • 08/2019 → 12/2019
    University Of Oklahoma
    Norman, OK
  • 05/2018 → 07/2019
    City Of Medford
    Medford, OK
  • 08/2019 → 05/2023
    University Of Oklahoma
    Norman, OK
  • 08/2023 → 05/2024
    Unemployed
    Tampa, FL
  • 07/2014 → 05/2019
    Medford Public Schools
    Medford, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-18
  • S65 Uniform Investment Adviser Law Examination
    2024-09-18

View on SEC IAPD

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