Best Investors Account Sign in
Inactive

Joel Mark Fiscus

Fisher Investments

Plano, TX

Camas, WA

CRD 5966903

Claim This Profile
Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-24
WA RA APPROVED 2018-08-15
  • TX RA
    APPROVED
    Since 2023-07-24
  • WA RA
    APPROVED
    Since 2018-08-15

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 01/2014 08/2018
Fisher Investments Camas WA 08/2018 Present
  • 01/2014 → 08/2018
    Pnc Investments
    Pittsburgh, PA
  • 08/2018 → Present
    Camas, WA
Previous Registrations
  • 2012-12-20 → 2018-07-26
    Pittsburgh, PA
    Charlotte, NC
    Moody, AL
    Fredericksburg, VA
    Mobile, AL
    Myrtle Beach, SC
    Mobile, AL
    Mount Pleasant, SC
    Ashland, AL
    Hilton Head, SC
    Charleston, SC
    Silver Spring, MD
    Bessemer, AL
    Fairfax, VA
    Unadilla, GA
    Germantown, MD
    Pawleys Island, SC
    Mobile, AL
    Birmingham, AL
    Siler City, NC
    Vienna, GA
    Birmingham, AL
    Carthage, NC
    Springville, AL
    Mobile, AL
    Burke, VA
    Burke, VA
    Tuscaloosa, AL
    Mobile, AL
    Upper Marlboro, MD
    Huntsville, AL
    Meridianville, AL
    Pell City, AL
    Calabash, NC
  • 2012-09-12 → 2013-01-15
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-07
  • S66 Uniform Combined State Law Examination
    2012-07-07
Designations
  • Certified Financial Planner
Other Names
  • Joel M Fiscos
  • Joel M Fiscus

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor