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Joshua T Hubman

Fisher Investments

Plano, TX

Plano, TX

CRD 5995773

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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 2022-05-19
  • TX RA
    APPROVED
    Since 2022-05-19

Branch Locations

6500 International Parkway Ste 2050, Plano, TX 75903 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Lpl Financial, Llc Southlake TX 01/2015 04/2022
Good Life Advisors Southlake TX 09/2021 04/2022
Fisher Investments Plano TX 05/2022 Present
  • 01/2015 → 04/2022
    Lpl Financial, Llc
    Southlake, TX
  • 09/2021 → 04/2022
    Good Life Advisors
    Southlake, TX
  • 05/2022 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-02-06
  • S63 Uniform Securities Agent State Law Examination
    2012-02-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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