Robin
Gilson
Fidelity Personal And Workplace Advisors
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About this Advisor
Robin Gilson is a financial advisor based in Chandler, Arizona, working with Fidelity Personal And Workplace Advisors. Robin has previously held positions at The Vanguard Group, Inc, Jackson Roskelley Wealth Advisors, Fidelity Brokerage Services LLC, Homemaker, and Glendale Community College. Robin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Robin is part of Fidelity Personal And Workplace Advisors, which operates out of Chandler, Arizona. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Robin Gilson Work History
Fidelity Brokerage Services LLC
Jackson Roskelley Wealth Advisors
The Vanguard Group, Inc
Homemaker
Glendale Community College
Disclosures
Please visit the SEC profile of Robin Gilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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