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Joseph Bossong

Fisher Investments

Plano, TX

Tampa, FL

CRD 7815527

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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 2024-02-13
TX RA APPROVED 2024-01-24
  • FL RA
    APPROVED
    Since 2024-02-13
  • TX RA
    APPROVED
    Since 2024-01-24

Branch Locations

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

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • 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 Tampa FL 09/2023 Present
Otis Elevator Company Houston TX 06/2022 08/2022
Bell Legal Group Georgetown SC 05/2021 07/2021
Showalter Construction Charlotte NC 05/2019 08/2019
Charlotte Country Day School Charlotte NC 08/2007 05/2019
Unemployed/Full-Time Student Charlotte NC 09/2013 05/2019
Unemployed/Full-Time Student Clemson SC 08/2019 05/2023
Walk-Ons Sports Bistreaux Clemson SC 05/2023 07/2023
Unemployed Charlotte NC 07/2023 09/2023
  • 09/2023 → Present
    Fisher Investments
    Tampa, FL
  • 06/2022 → 08/2022
    Otis Elevator Company
    Houston, TX
  • 05/2021 → 07/2021
    Bell Legal Group
    Georgetown, SC
  • 05/2019 → 08/2019
    Showalter Construction
    Charlotte, NC
  • 08/2007 → 05/2019
    Charlotte Country Day School
    Charlotte, NC
  • 09/2013 → 05/2019
    Unemployed/Full-Time Student
    Charlotte, NC
  • 08/2019 → 05/2023
    Unemployed/Full-Time Student
    Clemson, SC
  • 05/2023 → 07/2023
    Walk-Ons Sports Bistreaux
    Clemson, SC
  • 07/2023 → 09/2023
    Unemployed
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24
Other Names
  • Campbell Bossong

View on SEC IAPD

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