Xiaofan
Hang-Parra
Fidelity Personal And Workplace Advisors
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About this Advisor
Xiaofan Hang-Parra is a financial advisor working in San Francisco, California with a total of 1 year of relevant experience. Hang-Parra is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, Hang-Parra has held roles at Michael Byrne, Bank Of America, N.A, Jpmorgan Chase Bank, N.A, J.P. Morgan Secruities LLC, Northwestern Mutual Investment Services LLC, Angeln Holding Corporation, Fidelity Investments and Merrill Lynch, Pierce, Fenner & Smith Inc. Hang-Parra has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in California. Fidelity Personal And Workplace Advisors is a financial advisory firm operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets across its 1,712,247 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 client accounts, 31% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely depend on the financial services offered. However, fees billed by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Xiaofan Hang-Parra Work History
Xiaofan has been registered as a financial advisor for 1 years.*
Fidelity Investments
Jpmorgan Chase Bank, N.A
Angeln Holding Corporation
Bank Of America, N.A
Jpmorgan Chase Bank, N.A
J.P. Morgan Secruities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Michael Byrne
Northwestern Mutual Investment Services 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 Xiaofan Hang-Parra 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
Smithfield, RI
Framingham, MA
Rancho Cucamonga, CA
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Boston, MA
Palo Alto, CA
Fairfield, CT
Fort Lauderdale, FL
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