Daniel
Trank
Fisher Investments
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About this Advisor
Daniel Trank is a financial advisor based in Tampa, Florida, working with Fisher Investments. Daniel has previously held positions 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, BBVA Wealth Solutions, Inc, and Fisher Investments. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Daniel is part of Fisher Investments, which operates out of Tampa, Florida. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Fisher Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$235,943,355,465
3,525
148,462
$1,589,251
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
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
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
San Mateo, CA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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