Bryan
Clapham
Fidelity Personal And Workplace Advisors
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About this Advisor
Bryan Clapham is a financial advisor based in Atlanta, Georgia, working with Fidelity Personal And Workplace Advisors. Bryan has previously held positions at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Fidelity Bank, Round Table Capital Management, LLC, Invesco, and Fidelity Investments. Bryan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Bryan is part of Fidelity Personal And Workplace Advisors, which operates out of Atlanta, Georgia. 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
Bryan Clapham Work History
Fidelity Investments
Invesco
Round Table Capital Management, LLC
Fidelity Bank
Usaa Financial Advisors Inc
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of Bryan Clapham 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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