Kyle
Duran
Fidelity Personal And Workplace Advisors
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About this Advisor
Kyle Duran is a financial advisor based in Denver, Colorado, working with Fidelity Personal And Workplace Advisors. Kyle has previously held positions at Fidelity Brokerage Services LLC, Mac5 Mortgage, First National Bank, Arrow Electronics, Inc Talent Wave, Home Depot, and Colorado State University. Kyle has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Kyle is part of Fidelity Personal And Workplace Advisors, which operates out of Denver, Colorado. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Kyle Duran Work History
Fidelity Brokerage Services LLC
Arrow Electronics, Inc Talent Wave
Mac5 Mortgage
First National Bank
Home Depot
Colorado State University
Disclosures
Please visit the SEC profile of Kyle Duran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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