Daniel
Trank
Fisher Investments
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About this Advisor
Daniel Trank is a financial advisor operating in Tampa, Florida who has 2 years of industry experience. Trank is an advisor for Fisher Investments. Trank has gained experience at Lee Roy Selmon'S, Bbva Securities, Inc, Bbva Usa, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner And Smith Inc, Club At Barefoot Beach, Pavlinec Investments, Zingales Real Estate Team, Allyn International, Scotlynn Logistics, Chilis Bar And Grill, Food Services Inc, West Coast Surf Shop, Bbva Wealth Solutions, Inc and Fisher Investments. Trank holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Fisher Investments is a business operating out of Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It administers $192 billion in assets under management among its 269,289 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% belong to high-net-worth investors who have greater than $1 million in assets. Fisher Investments provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial advisory services typically are based on which services the firm provides the client. However, fee types charged by Fisher Investments most likely include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Daniel Trank Work History
Daniel has been registered as a financial advisor for 2 years.*
Fisher Investments
Bbva Securities, Inc
Bbva Usa
Bbva Wealth Solutions, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner And Smith Inc
Club At Barefoot Beach
Pavlinec Investments
Zingales Real Estate Team
Allyn International
Scotlynn Logistics
Chilis Bar And Grill
Lee Roy Selmon'S
Food Services Inc
West Coast Surf Shop
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Trank to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
Camas, WA
Plano, TX
Plano, TX
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
