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Nicholas Brian Gates

Fisher Investments

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About Nicholas Brian Gates

Nicholas Gates is a financial advisor with Fisher Investments. Nicholas has been a registered representative since 2007. Nicholas has a Series 7 and Series 66 license. Nicholas has experience working in the financial industry since 2007. Prior to working for Fisher Investments, Nicholas worked for Stancorp Equities, Inc. and Ameriprise Financial Services, Inc. Nicholas specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Nicholas holds a current registration with the state of Washington and a resident registration with the state of Texas.

Firm Information

Nicholas Gates is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nicholas Gates’s Registration & Firm History

WA

05/14/2013 - Present

Fisher Investments (CAMAS WA)

OR

07/14/2009 - 05/06/2013

STANCORP EQUITIES, INC. (PORTLAND OR)

OR

09/11/2007 - 09/26/2007

AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 08/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Brian Gates.
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