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Rafael Salvador Nunez

Fisher Investments

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About Rafael Salvador Nunez

Rafael Nunez is a financial advisor with Fisher Investments, a firm that manages over $298 Billion in assets. Rafael has been a registered investment advisor in Texas since 2021 and is licensed to advise individuals, businesses, and investment companies. Before joining Fisher Investments, Rafael worked at Edward Jones and Wells Fargo Clearing Services, LLC. Rafael has a combined total of 3 product exams, including Series 7, Series 7TO, and SIE, and 1 state exam, Series 66. Rafael has experience providing portfolio management, financial planning, and other investment-related services.

Firm Information

Rafael Nunez 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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Rafael Nunez’s Registration & Firm History

TX

10/13/2021 - Present

Fisher Investments (PLANO TX)

TX

07/30/2018 - 09/27/2021

EDWARD JONES (CONROE TX)

TX

01/09/2017 - 07/31/2018

WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)

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Licenses & Designations

BOTH

Issued 02/06/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rafael Salvador Nunez.
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