Calvin Changlok Lim
Investment adviser representative at Fisher Investments
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Fisher InvestmentsSep 2024 to now
- Assetmark Brokerage, LLCJan 2021 to Aug 2024
- Assetmark Financial Holdings, Inc.Jan 2021 to Aug 2024
- Gwfs Equities, IncAug 2018 to Dec 2020
- UnemployedJul 2018 to Aug 2018
- Kasa Japanese GrillJun 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6997475
- Firm CRD
- 107342