Megan Shipman
Investment adviser representative at Fisher Investments
12 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
12 years in the industry.
- Fisher InvestmentsSep 2024 to now
- UnemployedApr 2024 to Sep 2024
- Tolleson Wealth ManagementMay 2021 to Apr 2024
- Tolleson Wealth ManagementMay 2020 to Aug 2020
- Texas A&m University Veterinary Medical Teaching HospitalMay 2018 to Jul 2021
- Texas A&m University Recreational SportsSep 2017 to Feb 2018
- Chick-fil-aJul 2015 to Jul 2017
- Full-time EducationJan 2014 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7983641
- Firm CRD
- 107342