Brandis
Barnes

Fidelity Personal And Workplace Advisors

CRD#5800177
Investment Advisor
in Atlanta, GA

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About this Advisor

Brandis Barnes is a financial advisor working in Atlanta, Georgia who has 2 years of relevant experience. Barnes is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Edward Jones/Professional Employment Group, H&R Block, Pvh Corp, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Gold Racks Boutique, Scottrade, Scottrade Inc, Living N Luxury, LLC and Fidelity Investments. Barnes has Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in Georgia and Texas. Fidelity Personal And Workplace Advisors is an advisory firm based in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 advisors. It handles $653 billion in total assets across its 1,712,247 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which service is offered. Fee types charged by Fidelity Personal And Workplace Advisors likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Atlanta, GA

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

GA Average: 118
Total Number of Accounts

1,712,247

GA Average: 4,567
Average Account Size

$381,106

GA Average: $3,506,186

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

Brandis Barnes Work History

Brandis has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Living N Luxury, LLC

2019 - 2019 (< 1 year)

Edward Jones/Professional Employment Group

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2019 - 2021 (2 years)

J.P. Morgan Securities LLC

2019 - 2021 (2 years)

Gold Racks Boutique

2018 - 2019 (1 year)

H&R Block

2018 - 2019 (1 year)

Pvh Corp

2018 - 2019 (1 year)

Gold Racks Boutique

2010 - 2017 (7 years)

Scottrade

2010 - 2018 (8 years)

Scottrade Inc

*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 Brandis Barnes 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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Greenbrae, CA
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Elizabeth Muncie
Boston, MA
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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