Nicole
Toler

Fisher Investments

CRD#7579383
Investment Advisor
in Plano, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicole Toler is a financial advisor based in Plano, Texas, working with Fisher Investments. Nicole has previously held positions at Fry Street Public House, Wonder Bar And 77, Chaos Home Loans, Goosehead Insurance, Spider Murphys, The Design House, Studio 11, Hooters, Pier One Imports, Bebe, Stonebridge Ranch Country Club, Fidelity Investments, Blinn College, University Of North Texas, Fisher Investments, and Backyard Dallas. Nicole has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Nicole is part of Fisher Investments, which operates out of Plano, Texas. The firm has 13 offices and 4,065 employees. Fisher Investments manages assets totaling $298.7 billion and serves 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6500 International Pkwy Ste 2050
Plano, TX 75093-8222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fisher Investments Brokerage Details

Total Assets Under Management

$298,729,428,900

TX Average: $3,042,739,679
Total Number of Employees

4,065

TX Average: 49
Total Number of Accounts

360,116

TX Average: 2,315
Average Account Size

$829,537

TX Average: $1,314,358

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

Nicole Toler Work History

2024 - Present (1 year)

Fisher Investments

2023 - Present (2 years)

Backyard Dallas

2022 - Present (3 years)

Wonder Bar And 77

2022 - 2024 (2 years)

Fidelity Investments

2021 - 2022 (1 year)

Chaos Home Loans

2021 - 2021 (< 1 year)

Goosehead Insurance

2021 - 2021 (< 1 year)

Spider Murphys

2020 - 2021 (1 year)

The Design House

2020 - 2020 (< 1 year)

Studio 11

2018 - 2022 (4 years)

Fry Street Public House

2018 - 2018 (< 1 year)

Hooters

2018 - 2018 (< 1 year)

Stonebridge Ranch Country Club

2017 - 2017 (< 1 year)

Pier One Imports

2016 - 2016 (< 1 year)

Bebe

2016 - 2016 (< 1 year)

Bebe

2016 - 2020 (4 years)

University Of North Texas

2014 - 2016 (2 years)

Blinn College

Disclosures

Please visit the SEC profile of Nicole Toler 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

James Stolze
Plano, TX
Peyton Harris
Plano, TX
Scott Vosler
Plano, TX
Tyler St. Amand
Plano, TX
James Szpak
Plano, TX
Conner Scott
Plano, TX
Robert Serrano
Tampa, FL
Ray Montalvo
Tampa, FL

The data in this profile was pulled by SmartAsset on 6/4/2025. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started