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Meredith L Ingle

Investment adviser representative at Fisher Investments
15 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

15 years in the industry.

  1. Fisher InvestmentsNov 2023 to now
  2. Goldman Sachs & Co. LLCJan 2021 to Aug 2023
  3. The Ayco Company, L.p./mercer AlliedSep 2019 to Jan 2021
  4. Ktgy Group Inc.Feb 2011 to Sep 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020
  • Series 63 · Uniform Securities Agent State Law2020

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
7179090
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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