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Joshua Balla

Fisher Investments

Tampa, FL

Plano, TX

CRD 7546069

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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
FL RA APPROVED 2024-10-25
TX RA APPROVED 2024-10-23
  • FL RA
    APPROVED
    Since 2024-10-25
  • TX RA
    APPROVED
    Since 2024-10-23

Branch Locations

3405 W Dr. Martin Luther King Jr Blvd Suite 300, Tampa, FL 33607 • 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
New York Life Insurance Company Pittsburgh PA 05/2022 07/2024
Gnc Pittsburgh PA 06/2021 04/2022
Ohio University Athens OH 08/2018 04/2022
Cranberry Highlands Golf Course Cranberry Twp. PA 05/2019 08/2019
Seneca Valley Soccer Association Cranberry Twp. PA 03/2015 08/2018
Seneca Valley Highschool Harmony PA 08/2014 06/2018
Seneca Valley Soccer Association Cranberry Twp. PA 04/2012 08/2018
Nylife Securities Llc Pittsburgh PA 06/2022 07/2024
Fisher Investments Tampa FL 09/2024 Present
  • 05/2022 → 07/2024
    New York Life Insurance Company
    Pittsburgh, PA
  • 06/2021 → 04/2022
    Gnc
    Pittsburgh, PA
  • 08/2018 → 04/2022
    Ohio University
    Athens, OH
  • 05/2019 → 08/2019
    Cranberry Highlands Golf Course
    Cranberry Twp., PA
  • 03/2015 → 08/2018
    Seneca Valley Soccer Association
    Cranberry Twp., PA
  • 08/2014 → 06/2018
    Seneca Valley Highschool
    Harmony, PA
  • 04/2012 → 08/2018
    Seneca Valley Soccer Association
    Cranberry Twp., PA
  • 06/2022 → 07/2024
    Nylife Securities Llc
    Pittsburgh, PA
  • 09/2024 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-22
S63 Uniform Securities Agent State Law Examination 2022-10-12
  • S65 Uniform Investment Adviser Law Examination
    2024-10-22
  • S63 Uniform Securities Agent State Law Examination
    2022-10-12

View on SEC IAPD

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INDEPENDENT ADVISOR ALLIANCE, LLC
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PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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