Haynes
Worthen
Fidelity Personal And Workplace Advisors
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About this Advisor
Haynes Worthen is a financial advisor who works in Fort Collins, Colorado with a total of 1 year of relevant experience. Worthen is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, Worthen has held roles at Fidelity Investments, Hub Real Estate, Brookdale Senior Living, Fairfield Village Of Layton, Home Depot, Mountain America Credit Union and Southern Utah University. Worthen maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Texas and Wyoming. Fidelity Personal And Workplace Advisors is an advisory firm operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets between its 1,712,247 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a wide array 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 depend on which service is provided. Fees billed by Fidelity Personal And Workplace Advisors most likely include any combination of 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
Haynes Worthen Work History
Haynes has been registered as a financial advisor for 1 years.*
Fidelity Investments
Hub Real Estate
Mountain America Credit Union
Brookdale Senior Living
Home Depot
Home Depot
Southern Utah University
Fairfield Village Of Layton
*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 Haynes Worthen 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
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Smithfield, RI
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Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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