Cameron
Christeson

Fidelity Personal And Workplace Advisors

CRD#6115957
Investment Advisor
in Mission Viejo, CA

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About this Advisor

Cameron Christeson is a financial advisor working out of Mission Viejo, California with 3 years of industry experience. Christeson works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at E*Trade Securities LLC, Td Ameritrade, Inc and Fidelity Brokerage Services LLC. Christeson maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in California and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business based out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It manages $653 billion in assets under management across its 1,712,247 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. Fidelity Personal And Workplace Advisors has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management depend on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

27101 Puerta Real Ste 160
Mission Viejo, CA 92691

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

CA Average: $16,012,751,954
Total Number of Employees

13,507

CA Average: 118
Total Number of Accounts

1,712,247

CA Average: 4,567
Average Account Size

$381,106

CA Average: $3,506,186

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

Cameron Christeson Work History

Cameron has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Fidelity Brokerage Services LLC

2013 - 2020 (7 years)

Td Ameritrade, Inc

2012 - 2013 (1 year)

E*Trade Securities LLC

*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 Cameron Christeson 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 Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

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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