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Audrey Zinn

Fisher Investments

Camas, WA

Plano, TX

CRD 7968609

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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 2024-11-25
WA RA APPROVED 2024-11-25
  • TX RA
    APPROVED
    Since 2024-11-25
  • WA RA
    APPROVED
    Since 2024-11-25

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 10/2022 Present
Bellingham Fitness Bellingham WA 11/2021 07/2022
Masterworks Poulsbo WA 06/2021 10/2021
Flicka Poulsbo WA 02/2021 07/2021
Mora Ice Cream Poulsbo WA 07/2019 02/2021
North Kitsap High School Poulsbo WA 09/2016 06/2020
Olympic College Bremerton WA 09/2018 06/2020
Chico State University Chico CA 08/2020 12/2020
Western Washington University Bellingham WA 01/2021 06/2022
  • 10/2022 → Present
    Fisher Investments
    Camas, WA
  • 11/2021 → 07/2022
    Bellingham Fitness
    Bellingham, WA
  • 06/2021 → 10/2021
    Masterworks
    Poulsbo, WA
  • 02/2021 → 07/2021
    Flicka
    Poulsbo, WA
  • 07/2019 → 02/2021
    Mora Ice Cream
    Poulsbo, WA
  • 09/2016 → 06/2020
    North Kitsap High School
    Poulsbo, WA
  • 09/2018 → 06/2020
    Olympic College
    Bremerton, WA
  • 08/2020 → 12/2020
    Chico State University
    Chico, CA
  • 01/2021 → 06/2022
    Western Washington University
    Bellingham, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25

View on SEC IAPD

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