Joshua
Hubman

Fisher Investments

CRD#5995773
Investment Advisor
in Lufkin, TX

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About this Advisor

Joshua Hubman is a certified financial planner who works in Lufkin, Texas, with 1 year of relevant experience. Hubman is an employee of Fisher Investments. During their career, the advisor has held roles at Modern Marketing Concepts, Health Management Systems, Connect Dfw, Lpl Financial, LLC, Good Life Advisors, N/A and Fisher Investments. Hubman has a Series 63 license, designating them as a securities agent, and can serve investors in Texas. Fisher Investments is an advisory business based out of Plano, TX. The company has offices in 14 locations and a total of 3,349 employees. It manages $192 billion in assets under management across its 269,289 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 37 charities and foundations. Of its 269,289 accounts, 46% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a wide range of services, such as 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 for financial management are based on which services the firm provides the client. However, fees billed by Fisher Investments may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6500 International Parkway Ste 2050
Lufkin, TX 75903

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

TX Average: $3,042,739,679
Total Number of Employees

3,349

TX Average: 49
Total Number of Accounts

269,289

TX Average: 2,315
Average Account Size

$714,467

TX Average: $1,314,358

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 Hubman Work History

Joshua has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fisher Investments

2021 - 2022 (1 year)

Good Life Advisors

2015 - 2022 (7 years)

Lpl Financial, LLC

2014 - 2014 (< 1 year)

Connect Dfw

2014 - 2014 (< 1 year)

N/A

2013 - 2013 (< 1 year)

Modern Marketing Concepts

2013 - 2014 (1 year)

Health Management Systems

*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 Hubman 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

Melissa Sullivan
Plano, TX
Justin Peacock
Plano, TX
Marcel Dumont
Tampa, FL
Frank Fontanella
Marietta, GA
Brandon Ferree
Camas, WA
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
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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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.

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