William James Lafferty
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 InvestmentsJul 2024 to now
- UnemployedJan 2024 to Jul 2024
- Guardian Life Insurance CompanyMay 2022 to Jan 2024
- Park Avenue SecuritiesMay 2022 to Jan 2024
- Morgan Stanley Private Bank, N.ADec 2020 to May 2022
- Morgan StanleyJun 2020 to May 2022
- Refined Benefits dba SullivanSep 2017 to Apr 2020
- University of TampaSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7246965
- Firm CRD
- 107342