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Nicholas Eppes Braun

Fisher Investments

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About Nicholas Eppes Braun

Nicholas Braun is an investment advisor representative at Fisher Investments, with offices in Camas, Washington and Plano, Texas. Nicholas has been in the financial services industry since December 2020. Nicholas has passed the Series 3, Series 63, Series 7TO, and SIE exams. Nicholas is also licensed as an investment advisor representative in Texas and Washington. Prior to joining Fisher Investments, Nicholas worked at TD Ameritrade in St. Louis, Missouri. Nicholas also has experience in the medical field, having worked at Chongqing Medical University in Chongqing, China.

Firm Information

Nicholas Braun 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 Braun’s Registration & Firm History

WA

03/07/2024 - Present

Fisher Investments (Camas WA)

MO

12/11/2020 - 01/02/2024

TD AMERITRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 03/07/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2022

Series 3 - National Commodity Futures Examination

BC

Issued 12/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Eppes Braun.
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