• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
ADAM MICHAEL GULLEDGE
CRD#: 5724574
IA
Investment Adviser
B
Previous Broker
FISHER INVESTMENTSCRD#: 107342 5525 NW Fisher Creek Drive
Camas, WA 98607
Registration History
2010201220142016201820202022202420262 FIRMS2009 - 2012 (2 years)3 FIRMS2012 - 2018 (5 years)IAFISHER INVESTMENTS (CRD# 107342)2018 - Present (7 years)
License(s)

State Registrations

IA
Texas 7/5/2023

IA
Washington 1/10/2018

Current Registration(s)
IA
FISHER INVESTMENTS (CRD#:107342)
5525 NW Fisher Creek Drive, Camas, WA 98607
Registered with this firm since 1/10/2018

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
11/27/2012 - 01/11/2018 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) PORTLAND, OR
IA
11/27/2012 - 01/11/2018 TD AMERITRADE, INC. (CRD#:7870) PORTLAND, OR
B
11/27/2012 - 01/11/2018 TD AMERITRADE, INC. (CRD#:7870) PORTLAND, OR
IA
10/30/2009 - 11/13/2012 PHILLIPS & COMPANY (CRD#:35800) PORTLAND, OR
B
12/17/2009 - 11/13/2012 PHILLIPS & COMPANY (CRD#:35800) PORTLAND, OR
For additional information about investment advisers or broker-dealers, please visit
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.