Makila Nicole Ballard
Investment adviser representative at Fisher Investments
11 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
11 years in the industry.
- Fisher InvestmentsFeb 2026 to now
- Crestline Hotels & ResortsDec 2023 to now
- Ameriprise Financial Services LLCFeb 2025 to Feb 2026
- Stream Realty PartnersOct 2024 to Jan 2025
- Eureka Business GroupAug 2023 to Oct 2025
- IhopAug 2023 to Sep 2024
- WalmartAug 2023 to Oct 2023
- TargetJul 2023 to Aug 2023
- DoordashApr 2023 to Dec 2023
- Actalent ServicesMay 2022 to Apr 2023
- AmazonDec 2021 to Apr 2022
- Essence FragranceAug 2021 to Dec 2021
- GopuffJun 2021 to Dec 2021
- InstacartMay 2021 to Dec 2021
- Sparetime BowlingMay 2021 to Jul 2021
- AmazonMar 2020 to Jul 2020
- BojanglesMay 2019 to Aug 2019
- Pizza HutMay 2019 to Aug 2019
- Cricket WirelessNov 2018 to Apr 2019
- Burger KingApr 2015 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8035656
- Firm CRD
- 107342