Lauren
Hinton

Fidelity Personal And Workplace Advisors

CRD#6411519
Investment Advisor
in Englewood, CO

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About this Advisor

Lauren Hinton is an investment advisor who lives in Englewood, Colorado. Currently an advisor with Fidelity Personal And Workplace Advisors, Hinton has 10 years of work experience as a financial advisor. Hinton maintains Series 63 and Series 66 licenses, certifying them as a securities representative. Hinton is able to work with customers based out of Kentucky, Ohio and Texas. The advisor has gained experience at 1St National Bank, Ohio University, West 82 Food Court, Fifth Third Bank and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is based out of Englewood, Colorado, and operates out of 1,138 additional brick-and-mortar locations in the United States. In total, Fidelity Personal And Workplace Advisors manages $453 billion in assets across 1,038,219 accounts and employs more than 8,158 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 29% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

6501 S Fiddler'S Green Circle Ste 300 - 600
Englewood, CO 80111-4932

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

CO Average: $16,012,751,954
Total Number of Employees

8,158

CO Average: 118
Total Number of Accounts

1,038,219

CO Average: 4,567
Average Account Size

$436,610

CO Average: $3,506,186

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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
  • Other

Lauren Hinton Work History

Lauren has 10 years of experience.

2014 - Present (6 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Fifth Third Bank

2011 - 2013 (2 years)

West 82 Food Court

2010 - 2013 (3 years)

1St National Bank

2010 - 2014 (4 years)

Ohio University

Disclosures

Lauren Hinton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Nicholas Almasov
Los Gatos, CA
Campbell Kelley
Newport Beach, CA

This content was compiled from the SEC and FINRA.

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