George
Christian

Fidelity Personal And Workplace Advisors

CRD#7302935
Investment Advisor
in Duluth, GA

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About this Advisor

George Christian is a financial advisor who works out of Duluth, Georgia with 2 years of relevant experience. Christian is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, Christian has held roles at Gordon Central High School, Fis Global, University Of Georgia, Bloom Billing And Accounting, New York Life Insurance Company, Nylife Securities LLC and Fidelity Investments. Christian maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia and Texas. Fidelity Personal And Workplace Advisors is a company that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets under management across its 1,712,247 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically depend on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors can include asset-based and fixed fees.

Certifications and Registrations

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

Duluth, 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

George Christian Work History

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

2021 - Present (3 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Nylife Securities LLC

2020 - 2020 (< 1 year)

Bloom Billing And Accounting

2020 - 2021 (1 year)

New York Life Insurance Company

2017 - 2019 (2 years)

Fis Global

2016 - 2016 (< 1 year)

Fis Global

2013 - 2016 (3 years)

University Of Georgia

2011 - 2013 (2 years)

Gordon Central High School

*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 George Christian 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

Nora Clifford
Greenbrae, CA
John Hobart
Roanoke, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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