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Craig A Callon

Investment adviser representative at Fisher Investments
17 yearsExperience
1 stateRegistered 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

17 years in the industry.

  1. Fisher InvestmentsNov 2023 to now
  2. Collin CollegeAug 2009 to now
  3. Hilltop SecuritiesDec 2022 to Nov 2023
  4. MML Investors Services, LLCApr 2022 to Dec 2022
  5. Mass Mutual Insurance CompanyMar 2022 to Dec 2022
  6. Guardian Life InsuranceSep 2020 to Mar 2022
  7. Park Avenue SecuritiesSep 2020 to Mar 2022
  8. Fidelity Brokerage Services LLCFeb 2019 to Sep 2020
  9. Ameriprise Financial Services, Inc.Jun 2016 to Feb 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (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
6656570
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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