Joshua FishmanCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management16,151MILLIONS
Total Number of Accounts69,953ACCOUNTS
Average Account Value$230,877
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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