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Bethlyn Renie Brookes

Investment adviser representative at Fisher Investments
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$386.7BFirm assets

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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.

  1. Fisher InvestmentsMay 2024 to now
  2. UnemployedNov 2022 to Apr 2024
  3. Facet WealthMar 2020 to Oct 2022
  4. Ernst & Young LLPMar 2010 to Feb 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
5794213
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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