Andrew Paul Bean
Investment adviser representative at Fisher Investments
12 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
12 years in the industry.
- Fisher InvestmentsMay 2026 to now
- Key Investment Services, LLCFeb 2026 to Apr 2026
- KeybankFeb 2026 to Apr 2026
- J.P. Morgan Securities LLCAug 2024 to Jan 2026
- JPMorgan Chase Bank, N.A.Mar 2022 to Jan 2026
- Directions Credit UnionFeb 2021 to Mar 2022
- G4sSep 2020 to Mar 2021
- LowesJul 2020 to Sep 2020
- Pepsi Beverages CompanyMar 2019 to Jul 2020
- LowesMar 2017 to Mar 2019
- UnemployedAug 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
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
- 7974474
- Firm CRD
- 107342