Allie Grace Amerson
Investment adviser representative at Fisher Investments
13 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
13 years in the industry.
- Fisher InvestmentsJun 2026 to now
- True Private Wealth Advisors, LLCJul 2025 to May 2026
- Pollard FamilyAug 2024 to Jun 2025
- True Private Wealth AdvisorsJun 2024 to Sep 2024
- Dartmouth Institutional Diversity & EquityOct 2023 to Jun 2024
- Dartmouth CollegeSep 2021 to Jun 2025
- City of CarltonJun 2021 to Sep 2023
- Great Northwest Insurance BrokersJun 2021 to Sep 2022
- Yamhill Carlton High SchoolSep 2017 to Jun 2021
- Yamhill Carlton Intermediate SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8171933
- Firm CRD
- 107342