Joshua Fishman, financial advisor San Francisco CA

Joshua Fishman

CRD Number: 5046967
Current Firm: Personal Capital Advisors Corporation

Joshua Fishman (CRD# 5046967) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors Corporation San Francisco, CA Nov 2012 - Current 9
Quasar Distributors Milwaukee, WI Jan 2011 - Oct 2012 1
Fisher Investments/purisima Funds San Mateo, CA Oct 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Joshua S. Fishman
Phone Number: 415-800-5922
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,151
    MILLIONS
  • Total Number of Accounts
    69,953
    ACCOUNTS
  • Average Account Value
    $230,877
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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