Joshua Etterman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  Fisher Investments
  Tampa, FL
• 02/2023 → 06/2023
  Tennoca Construction Company
  Asheville, NC
• 08/2022 → 12/2022
  Liberty University
  Lynchburg, VA
• 01/2023 → 02/2023
  Unemployed
  Asheville, NC
• 05/2022 → 08/2022
  Capital City Financial Partners
  Asheville, NC
• 08/2021 → 05/2022
  Liberty University
  Lynchburg, VA
• 05/2021 → 08/2021
  Tennoca Construction Company
  Asheville, FL
• 08/2020 → 05/2021
  Liberty University
  Lynchburg, VA
• 05/2020 → 08/2020
  Tennoca Construction Company
  Asheville, NC
• 08/2019 → 05/2020
  Liberty University
  Lynchburg, VA
• 05/2019 → 08/2019
  Tennoca Construction Company
  Asheville, NC
• 01/2019 → 05/2019
  University Of North Carolina At Charlotte
  Charlotte, NC
• 08/2018 → 12/2018
  Ab Tech Community College
  Asheville, NC
• 05/2018 → 08/2018
  Ingles Supermarkets
  Asheville, NC
• 08/2017 → 05/2018
  Veritas Christian Academy
  Fletcher, NC
• 05/2017 → 08/2017
  Ingles Supermarkets
  Asheville, NC
• 08/2016 → 05/2017
  Veritas Christian Academy
  Fletcher, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-16