Joshua
Craft
Fisher Investments
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About this Advisor
Joshua Craft is a financial advisor who works out of Tampa, Florida, who has 2 years of relevant experience. Craft is on the advisory team at Fisher Investments. The advisor has gained experience at Army National Guard, Morgan Stanley, Lpl Financial LLC, First Niagara Bank, Goldman, Sachs & Co, Morgan Stanley Private Bank, National Association and Fisher Investments. Craft maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Fisher Investments is a registered investment business operating out of Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 advisors. It controls $192 billion in total assets among its 269,289 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 37 charitable organizations. Of its 269,289 client accounts, 46% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors are based on which services are offered. However, fee types charged by Fisher Investments can be comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Joshua Craft Work History
Joshua has been registered as a financial advisor for 2 years.*
Fisher Investments
Morgan Stanley
Morgan Stanley Private Bank, National Association
Goldman, Sachs & Co
Lpl Financial LLC
First Niagara Bank
Morgan Stanley
Army National Guard
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Craft to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
Plano, TX
Plano, TX
Camas, WA
Marietta, GA
Camas, WA
Plano, TX
Plano, TX
Westerville, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
