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Nicholas Fanning

Fisher Investments

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About Nicholas Fanning

Nicholas Fanning is an investment advisor representative at Fisher Investments, a large investment advisory firm with over $298 billion in assets under management. Nicholas has been in the industry for over seven years, and has a Series 7 and Series 66 license. Prior to joining Fisher Investments, Nicholas worked for Transamerica Investors Securities Corporation and USAA Financial Advisors, Inc. Nicholas specializes in portfolio management for individuals, families, and businesses. He is passionate about helping clients achieve their financial goals, and is committed to providing personalized financial advice.

Firm Information

Nicholas Fanning 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 Fanning’s Registration & Firm History

FL

09/13/2023 - Present

Fisher Investments (Tampa FL)

FL

11/19/2018 - 01/07/2022

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

FL

12/08/2016 - 07/17/2018

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

TX

09/15/2015 - 11/17/2016

EDWARD JONES (ALAMO HEIGHTS TX)

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Licenses & Designations

BOTH

Issued 10/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Fanning.
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