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Josiah David Hersey

Fisher Investments

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About Josiah David Hersey

Josiah David Hersey is an Investment Advisor Representative registered with Fisher Investments in Plano, Texas. Josiah is also licensed to practice in Washington. Josiah has been in the financial industry for over 10 years. Previously, Josiah worked at LPL Financial LLC and Triad Advisors, Inc. in Coeur d'Alene, Idaho. Josiah holds both Series 66 and Series 65 licenses. Josiah's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Josiah Hersey 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.

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financial planning services

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

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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percentage of assets

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

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performance-based fees

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

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Josiah Hersey’s Registration & Firm History

TX

05/24/2017 - Present

Fisher Investments (PLANO TX)

ID

05/18/2016 - 04/11/2017

TRIAD ADVISORS, INC. (Coeur d'Alene ID)

ID

12/07/2012 - 05/31/2016

LPL FINANCIAL LLC (COEUR D' ALENE ID)

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Licenses & Designations

IA

Issued 05/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Josiah David Hersey.
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