Summer
Vaughan
Fidelity Personal And Workplace Advisors
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About this Advisor
Summer Vaughan is a financial advisor based in Broomfield, Colorado, working with Fidelity Personal And Workplace Advisors. Summer has previously held positions at American Honda Finance Corporation, Homemaker, Houston Jackson Group/American Honda, Edward Jones, Mclemore Plumbing, LLC, First Command Financial Planning, Inc, Homemaking, and Fidelity Investments. Summer has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Summer is part of Fidelity Personal And Workplace Advisors, which operates out of Broomfield, 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
Summer Vaughan Work History
Homemaker
Fidelity Investments
First Command Financial Planning, Inc
Homemaker
Edward Jones
Homemaking
American Honda Finance Corporation
Houston Jackson Group/American Honda
Homemaking
Mclemore Plumbing, LLC
Disclosures
Please visit the SEC profile of Summer Vaughan 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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