Joshua
Goodwin
Fisher Investments
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About this Advisor
Joshua Goodwin is a financial advisor who works in Tampa, Florida who has 1 year of relevant experience. Goodwin is on the advisory team at Fisher Investments. During their career, Goodwin has held roles at Thrivent Investment Management Inc, Bankers Life, Bethel College, Veritas Press Scholars Academy, Thrivent Financial, Tradehome Shoes and Fisher Investments. Goodwin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Fisher Investments is a registered investment firm operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 employees. It administers $192 billion in assets under management between its 269,289 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 37 charities and foundations. Of its 269,289 client accounts, 46% are associated with high-net-worth individuals who have greater than $1 million in assets. Fisher Investments has a diverse set 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 usually vary depending on the type of financial services. Fees billed by Fisher Investments most likely consist of any blend 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 Goodwin Work History
Joshua has been registered as a financial advisor for 1 years.*
Fisher Investments
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Bankers Life
Tradehome Shoes
Bethel College
Veritas Press Scholars Academy
*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 Goodwin 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
Westerville, OH
Marietta, GA
Tampa, FL
Plano, TX
Plano, TX
Plano, TX
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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