Lucas
Thouvenin
Fisher Investments
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About this Advisor
Lucas Thouvenin is a financial advisor operating in Tampa, Florida who has 1 year of industry experience. Thouvenin is on the advisory team at Fisher Investments. The advisor has gained experience at American United Lif, Oneamerica Securities, Raymond James And Associates and Fisher Investments. Thouvenin maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Fisher Investments is a registered investment firm that has its headquarters in Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 advisors. It controls $192 billion in assets across its 269,289 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 37 charities and foundations. Of its 269,289 accounts, 46% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has 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. A financial advisor's fees are based on the type of services offered. However, fee types charged by Fisher Investments can consist of some combination 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
Lucas Thouvenin Work History
Lucas has been registered as a financial advisor for 1 years.*
Fisher Investments
Raymond James And Associates
American United Lif
Oneamerica Securities
*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 Lucas Thouvenin 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
Plano, TX
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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