Gale
Northrop

Fidelity Personal And Workplace Advisors

CRD#2699236
Investment Advisor
in Los Angeles, CA

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About this Advisor

Gale Northrop is a financial advisor working in Los Angeles, California with 1 year of industry experience. Northrop works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Charles Schwab & Co., Inc, Charles Schwab Bank, Becky Schnakenber, Pllc and Td Ameritrade. Northrop holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in California and Texas. Fidelity Personal And Workplace Advisors is an advisory firm based in Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It has $653 billion in assets under management across its 1,712,247 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business has a number 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 vary depending on the services. However, fee types charged by Fidelity Personal And Workplace Advisors can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

2000 Ave Of The Stars N. Tower
Los Angeles, CA 90067

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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

Gale Northrop Work History

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

2021 - Present (3 years)

Fidelity Investments

2016 - 2021 (5 years)

Td Ameritrade

2005 - 2016 (11 years)

Charles Schwab Bank

2000 - 2016 (16 years)

Becky Schnakenber, Pllc

1995 - 2016 (21 years)

Charles Schwab & Co., Inc

*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 Gale Northrop 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
John Hobart
Roanoke, TX
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
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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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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