Luke T Liacone
Investment adviser representative at Fisher Investments
11 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
11 years in the industry.
- Fisher InvestmentsJan 2026 to now
- Bank of America, N.A.Jul 2023 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Nov 2025
- Guardian Life Insurance CompanyDec 2021 to May 2023
- Park Avenue SecuritiesDec 2021 to May 2023
- UnemployedJun 2021 to Nov 2021
- Cruz Investments and Wealth ManagementDec 2020 to Jan 2021
- Appalachian State UniversityAug 2017 to Jun 2021
- Jordan Oaks Gracious Retirement LivingSep 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7467520
- Firm CRD
- 107342