linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Lee Gillin

Fisher Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Lee Gillin

Joshua Gillin is an Investment Advisor Representative at Fisher Investments. Joshua has been in the industry since May 2019. Joshua has his Series 7, Series 63, and Series 65 licenses. Joshua has experience working at Fidelity Brokerage Services LLC and is also a member of the Oklahoma Army National Guard. Joshua's current firm, Fisher Investments, is a registered investment advisor with assets under management between $1 billion - $10 billion.

Firm Information

Joshua Gillin is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Gillin’s Registration & Firm History

TX

06/01/2022 - Present

Fisher Investments (PLANO TX)

TX

05/31/2019 - 03/07/2022

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

Not sure if Joshua Lee Gillin is right for you?

Licenses & Designations

IA

Issued 06/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Lee Gillin.
Not sure if Joshua Lee Gillin is right for you?