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Joshua T Hubman

Investment adviser representative at Fisher Investments
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$386.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Fisher InvestmentsMay 2022 to now
  2. Good Life AdvisorsSep 2021 to Apr 2022
  3. LPL Financial, LLCJan 2015 to Apr 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Fisher Investments

Legal name: Fisher Asset Management, LLC

$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5995773
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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