ADVISOR BIO

Joshua Gary Einhorn is an investment advisor representative with Fisher Investments. Joshua is registered with the state of California as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative. Joshua also has FINRA Series 7, Series 6 and Series 63 licenses. Before joining Fisher Investments, Joshua was employed by MML Investors Services, Inc. and New England Securities.

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ADVISOR BIO

Joshua Jiansen Tam is an investment advisor representative with Fisher Investments. Joshua is registered with the state of California and Texas. Joshua has been in the industry since 2018. Joshua specializes in the areas of investment advisory services, financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Joshua has experience in various industries including financial services, technology and education.

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ADVISOR BIO

Joshua Dean Marsh is an Investment Advisor Representative with State Farm Investment Management Corp. Joshua Marsh has been in the industry since August 14, 2014, and has held registrations in Arizona and California. Joshua Marsh is currently registered with State Farm Investment Management Corp. in Arizona and California. Joshua Marsh has passed the Series 6, Series 63, Series 65 and the SIE exams. Joshua Marsh is affiliated with State Farm Insurance. Joshua Marsh has indicated that 1 Yard Short LLC, Marsh Properties, LLC, Rover and Edgewater Lutheran Church are other business activities.

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ADVISOR BIO

Joshua Ryan McFerron is a financial advisor with Morgan Stanley and has been in the industry since March 2006. Joshua McFerron is registered in 51 states and holds several licenses including Series 7, Series 66, Series 79TO and SIE. Joshua has been with Morgan Stanley since June 2009. Prior to that Joshua worked at Morgan Stanley & Co. Incorporated. Joshua is registered with FINRA and has 4 approved SRO registrations.

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ADVISOR BIO

Joshua Masse is a registered Investment Advisor Representative with Fisher Investments, a firm with over $298.7 billion in regulatory assets under management. Joshua is active in California and Texas. Joshua's experience with Fisher Investments dates back to September 2006. Joshua has passed the Series 65 Uniform Investment Adviser Law Examination and currently holds active registrations in California and Texas. Joshua's firm provides a wide range of investment advisory services, including portfolio management, financial planning, and portfolio assessments.

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ADVISOR BIO

Joshua Matthew Moss is an investment advisor representative with EAM Investors, LLC. Joshua has been registered with the Securities and Exchange Commission (SEC) since 2008. Prior to EAM Investors, LLC Joshua was registered with Nicholas-Applegate Securities LLC and Credit Suisse First Boston Corporation. Joshua has passed the Series 7, Series 63, and Series 65 exams. Joshua specializes in portfolio management for businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Joshua Honeycutt is an investment advisor representative at Mar Vista Investment Partners, LLC. Joshua has been in the industry since 2000. Joshua is registered with the state of California and Texas. Joshua has passed the Series 7, 65 and 66 exams. Joshua has experience working with individuals, businesses, investment companies, charitable organizations, and pension and profit-sharing plans. Joshua specializes in providing portfolio management, sub-advisory services, and UMA.

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ADVISOR BIO

Joshua Thaler is a financial advisor who has been in the industry since 2009. He is currently registered with Morgan Stanley. Previously, Joshua Thaler has also worked with firms like J.P. Morgan Securities LLC, Chase Investment Services Corp. and Pacific Select Distributors, Inc.. Joshua Thaler specializes in providing financial and investment advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, institutions and charities. Joshua Thaler holds Series 6, 7, 9, 10, 63 and 66 licenses.

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ADVISOR BIO

Joshua Daniel Fong is a registered representative with Morgan Stanley in San Mateo, California. Joshua has been in the industry since 2018, specializing in providing investment advice and financial planning services. Joshua holds the Series 7, Series 66, and SIE licenses. Joshua has been registered with Morgan Stanley since April 2018 and has offices located in San Mateo, CA and Menlo Park, CA.

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ADVISOR BIO

Joshua Steven Fishman is a financial advisor with Fisher Investments. Joshua has over 10 years of experience in the financial services industry. Joshua has been registered with the state of California as an Investment Advisor Representative since 2012. Joshua is also registered with the state of Texas. Before joining Fisher Investments, Joshua worked at Personal Capital Advisors Corporation and Empower Advisory Group, LLC. Joshua Steven Fishman specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS