Joseph Fishman, financial advisor Egg Harbor Township NJ
89 score

Joseph Fishman

CRD Number: 6336875
Current Firm: Global Financial Private Capital, LLC

Joseph Fishman (CRD# 6336875) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Egg Harbor Township, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital, LLC Sarasota, FL Feb 2016 - Current < 1
Freedom Financial Associates Parkertown, NJ Mar 2014 - Current 2
Titan Media Consultants, LLC Tuckerton, NJ Jul 2002 - Current 14
Horter Investment Management Cincinnati, OH Dec 2014 - Feb 2016 1
Residential Home Funding Voorhees, NJ Nov 2014 - Dec 2015 1
Clf Properties, LLC Tuckerton, NJ May 2009 - Dec 2015 6
Gradient Advisors Arden Hills, MN Sep 2014 - Nov 2014 < 1
Gradient Home Mortgage, LLC Arden Hills, MN Jan 2014 - Nov 2014 < 1
Freedom Wealth Associates, LLC Parkertown, NJ May 2014 - Aug 2014 < 1
Maverick Funding Toms River, NJ Jan 2014 - Mar 2014 < 1
Residential Home Mortgage Northfield, NJ Jun 2013 - Jan 2014 < 1
Infinity Home Mortgage Northfield, OH Jul 2012 - Jun 2013 < 1
Mobile Billboards LLC Tuckerton, NJ Mar 2009 - Dec 2012 3
Phicorp LLC Tuckerton, NJ Nov 2006 - Mar 2012 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Joseph I. Fishman
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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