Fidelity Personal And Workplace Advisors
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About this Advisor
Julie Miller is a financial advisor located in Denver, Colorado. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of work experience as a financial advisor. Miller maintains Series 63 and Series 66 licenses, designating them as a securities representative. Miller is registered to operate in Colorado and Texas. Throughout their career, Miller has worked at Fidelity Brokerage Services LLC, The Walking Company, Jimmy Johns Subs, Tracey Shiflet, University Of Colorado At Boulder and Claremont Graduate University. Fidelity Personal And Workplace Advisors is located in Denver, Colorado, and operates out of 1,138 other locations in the United States. In aggregate, Fidelity Personal And Workplace Advisors manages $453 billion in assets across 1,038,219 client accounts and employs more than 8,158 people. The firm's total assets under management places it among the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Julie Miller Work History
Julie has 10 years of experience.
Fidelity Brokerage Services LLC
Claremont Graduate University
Jimmy Johns Subs
The Walking Company
University Of Colorado At Boulder
Julie Miller has no disclosures.
Please visit their SEC profile for more details.
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