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Allison Ann Hodsdon

Investment adviser representative at Fisher Investments
20 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

20 years in the industry.

  1. Fisher InvestmentsOct 2025 to now
  2. GartnerJul 2024 to Oct 2025
  3. Marriott Vacations WorldwideMay 2023 to Aug 2023
  4. Utah State UniversityApr 2023 to May 2024
  5. Teva PharmaceuticalsMay 2022 to Mar 2023
  6. SchoolAug 2021 to May 2022
  7. Iroquois SpringsJun 2021 to Aug 2021
  8. SchoolJan 2021 to Jun 2021
  9. Flake Pie Co.Nov 2020 to Jan 2021
  10. September Group LLCOct 2019 to Aug 2020
  11. Nothing Bundt CakesSep 2019 to Nov 2019
  12. Amber RestaurantJun 2019 to Aug 2020
  13. Texas RoadhouseJan 2019 to Jun 2019
  14. SchoolAug 2006 to Jan 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8208424
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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