Unclaimed
Nicholas Mccole Bernardy is a registered Investment Advisor Representative with Fisher Investments. Nicholas joined Fisher Investments in September 2024 and is based in the Camas, WA office. Nicholas has been working in the financial industry since February 2016. Prior to joining Fisher Investments, Nicholas held positions at TD Ameritrade and Charles Schwab. Nicholas is licensed to provide investment advice in Texas and Washington.
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.
1
2
WA
11/07/2024 - Present
Fisher Investments (Camas WA)
Active
Inactive
Not sure Nicholas Bernardy is the right advisor for you? Invested Better is here to help.