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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Brien Cole is an investment advisor representative at Fisher Investments. Nathan has been in the industry since 2015 and has a Series 63, 66, and 7 licenses. Nathan previously worked at Fidelity Brokerage Services LLC and Highland Capital Funds Distributor, Inc. Nathan's area of expertise is portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Nathan has experience with accounts at Fisher Investments, Fidelity Brokerage Services LLC, and Highland Capital Funds Distributor, Inc.. The firm's main office is in Plano, Texas. The firm offers financial planning, portfolio management, and portfolio assessment services. The firm's regulatory assets under management are over $298 billion.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
12/01/2019 - Present
Fisher Investments (PLANO TX)
TX
11/30/2016 - 12/19/2017
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
11/12/2015 - 11/08/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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