Claude
Lett
Fidelity Personal And Workplace Advisors
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About this Advisor
Claude Lett is a financial advisor based in Athens, Georgia, working with Fidelity Personal And Workplace Advisors. Claude has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, AT&T, and Fidelity Investments. Claude has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Claude is part of Fidelity Personal And Workplace Advisors, which operates out of Athens, 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
Claude Lett Work History
Fidelity Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
At&T
Disclosures
Please visit the SEC profile of Claude Lett 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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