David Bradley Lovato
Investment adviser representative at Fisher Investments
13 yearsExperience
1 stateRegistered in
$386.7BFirm assets
39 yearsFirm in business
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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
13 years in the industry.
- Fisher InvestmentsFeb 2021 to now
- Farmers Financial SolutionsOct 2019 to Feb 2021
- Farmers InsuranceSep 2019 to Feb 2021
- Valic Financial Advisors, Inc.Feb 2019 to Jun 2019
- Bank of America, N.AJul 2018 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Feb 2019
- Techex LLCNov 2017 to Feb 2021
- Heritage JanitorialAug 2017 to Apr 2018
- American Income Life Insurance CompanyJan 2016 to Jul 2017
- Brigham Young University-idahoSep 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6945881
- Firm CRD
- 107342