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Joshua Ryan Robison

Fisher Investments

Plano, TX

CRD 6473389

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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 2026-03-23
WA RA APPROVED 2016-08-15
  • TX RA
    APPROVED
    Since 2026-03-23
  • WA RA
    APPROVED
    Since 2016-08-15

Branch Locations

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
Fisher Investments Camas WA 11/2010 Present
Other Businesses

?Name of the other business: TRUE NORTH ?Investment-related? NO ?Address of the other business: 3045 BELLINGER LANE MEDFORD, OR 97501 ?Nature of the other business: NON-PROFIT SUPPORTING FAMILY WHOLENESS & RELATIONSHIPS ?Position, title, or relationship with the other business: BOARD OF DIRECTORS ?Start date of your relationship: 06/17/19 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: ATTEND SEMI-ANNUAL BOARD MEETING & TAKE PART IN VOTING ON CERTAIN MATTERS TO HELP MOVE THE NONPROFIT FORWARD IN LIVING OUT IT'S MISSION

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-15
  • S65 Uniform Investment Adviser Law Examination
    2016-08-15

View on SEC IAPD

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