Joshua WhitmerCRD Number: 6665453
Current Firm: Fisher Investments
Joshua Whitmer (CRD# 6665453) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 5 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Fisher Investments||Plano, TX||Apr 2018 - Current||3|
|Fidelity Brokerage Services LLC||American Fork, UT||Jun 2016 - Apr 2018||1|
|Lyft||Provo, UT||Feb 2016 - Jun 2016||< 1|
|Uber||Provo, UT||Jan 2016 - Jun 2016||< 1|
|Brigham Young University||Provo, UT||Aug 2014 - Dec 2015||1|
|Brigham Young University||Provo, UT||Jul 2012 - Aug 2014||2|
|Unemployed||Springfield, OR||Oct 2011 - Jul 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
|S63||Uniform Securities State Law Examination||Jul 2016|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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