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Daniel Patrick Head

Investment Adviser Representative at Fisher Investments

Tampa, FLCRD #2701400Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Patrick Head is an investment adviser representative with Fisher Investments in Tampa, FL, where they have been registered since 2018. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Cetera Advisor Networks LLC and Nicholas-applegate Capital Management LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.

Office

3109 W Martin Luther King Jr Blvd, Suite 600
Tampa, FL 33607

Advisors at this office: 13

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/6/2005
Series 66
Uniform Combined State Law Examination
Passed 2/25/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/14/2005
Series 7
General Securities Representative Examination
Passed 12/26/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fisher InvestmentsCurrent
11/13/2018 – Tampa, FL
Cetera Advisor Networks LLC
7/5/2018 – 10/1/2018San Diego, CA
Nicholas-applegate Capital Management LLC
3/12/2002 – 10/28/2002San Diego, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Brandes Investment Partners
    Nov 2003 – Jan 2018San Diego, CA
  2. ALPS Distributors, Inc
    Sep 2015 – Jan 2018Denver, CO
  3. First Allied Securities, Inc. (FASI)
    Jun 2018 – Sep 2018San Diego, CA
  4. Cetera Advisors LLC
    Jun 2018 – Sep 2018Denver, CO
  5. Cetera Investment Services LLC
    Jun 2018 – Sep 2018St Cloud, MN
  6. Cetera Financial Specialists LLC
    Jun 2018 – Sep 2018Schaumburg, IL
  7. Summit Brokerage Services, Inc.
    Jun 2018 – Sep 2018Boca Raton, FL
  8. Unemployed
    Feb 2018 – Jun 2018San Marcos, CA
  9. Fisher Investments
    Nov 2018 – no end date reportedTampa, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Fisher Investments

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Stock Market InvestingPortfolio StrategyTechnical AnalysisCurrency MarketsGDP AnalysisInvestment Commentary

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,824
Offices listed on AdvisorFinder:
15
Main office:
Plano, TX
SEC file number:
801-29362

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 2, 2026

View full firm profile

Other advisors at Fisher Investments

Showing 12 of 2,824 in the directory

View Fisher Investments firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Patrick Head has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Daniel Patrick Head (Fisher Investments) - Advisor Profile