Cameron
Simmons

Fidelity Personal And Workplace Advisors

CRD#6161114
Investment Advisor
in Leawood, KS

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About this Advisor

Cameron Simmons is a financial advisor based in Leawood, Kansas, with 10 years of experience as a financial advisor. Simmons currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Texas Woman'S University, Target and Td Ameritrade. Simmons holds Series 66 and Series 63 licenses, certifying them as a securities agent, and is approved to work in Kansas, Missouri and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Leawood, Kansas. It has offices in 3,180 locations and a total of 11,220 financial advisors. It administers $727 billion in assets under management between its 1,509,611 accounts, placing it among the largest firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 1,509,611 customer accounts, 34% are held by high-net-worth investors who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has 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, educational seminars and other services. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

5400 College Boulevard Ste A
Leawood, KS 66211

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$726,706,488,861

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

11,220

KS Average: 118
Total Number of Accounts

1,509,611

KS Average: 4,567
Average Account Size

$481,387

KS Average: $3,506,186

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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
  • Other

Cameron Simmons Work History

Cameron has 10 years of experience.

2020 - Present (2 years)

Fidelity Brokerage Services LLC

2018 - 2020 (2 years)

Td Ameritrade

2013 - 2018 (5 years)

Fidelity Brokerage Services LLC

2012 - 2012 (< 1 year)

Texas Woman'S University

2012 - 2012 (< 1 year)

Target

2012 - 2012 (< 1 year)

Texas Woman'S University

Disclosures

Cameron Simmons has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Gary Rivano
Boston, MA
Bryan Ash
Boston, MA
Kenneth Vargas
Roanoke, TX
Sheri Warfield
Boston, MA
Jesse Ocana
Boston, MA
Julio Rengifo
Boston, MA
Michael Lamb
Boston, MA
Shannon Gregg
Dallas, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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