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Amanda Dugdale

Investment adviser representative at Fisher Investments
10 yearsExperience
3 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

10 years in the industry.

  1. Fisher InvestmentsApr 2026 to now
  2. Columbia Credit UnionFeb 2026 to Mar 2026
  3. UnemployedOct 2025 to Feb 2026
  4. AcurenApr 2024 to Oct 2025
  5. Burns & WilcoxOct 2023 to Apr 2024
  6. Onpoint Community Credit UnionJun 2016 to Oct 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 3 states (OR, 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
8254649
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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