Thomas J Bourg
Investment adviser representative at Fisher Investments
16 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
Are you Thomas J Bourg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Fisher InvestmentsAug 2025 to now
- Sage Advisory ServicesDec 2019 to Jun 2025
- UnemployedJun 2019 to Dec 2019
- Invesco Advisers, Inc.Jun 2010 to Jun 2019
- Invesco Distributors, Inc.Jun 2010 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4418575
- Firm CRD
- 107342