Andrew
Horner
Fidelity Personal And Workplace Advisors
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About this Advisor
Andrew Horner is a financial advisor based out of Latonia, Kentucky with a total of 1 year of industry experience. Horner works at Fidelity Personal And Workplace Advisors. Over the course of their career, Horner has held roles at Fidelity Investments, Constructconnect, Jbm Packaging, Paycor, Curt-- Construction Users Round Table, Fischer Homes, 5 Seasons Family Sports Club, Cheddar'S Scratch Kitchen, Bellbrook High School Student, University Of Cincinnati Student, University Of Cincinnati-- Student, Unversity Of Cincinnati-- Student, University Of Cincinnati Mba Student and Bellbrook Middle School. Horner has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kentucky, Ohio and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets under management among its 1,712,247 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a diverse array 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. A financial advisor's fee schedules are based on which service is offered. However, fee types charged by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Andrew Horner Work History
Andrew has been registered as a financial advisor for 1 years.*
Fidelity Investments
Constructconnect
Jbm Packaging
University Of Cincinnati Mba Student
Paycor
Curt-- Construction Users Round Table
Unversity Of Cincinnati-- Student
Fischer Homes
University Of Cincinnati-- Student
5 Seasons Family Sports Club
University Of Cincinnati Student
Cheddar'S Scratch Kitchen
University Of Cincinnati Student
5 Seasons Family Sports Club
Bellbrook High School Student
5 Seasons Family Sports Club
Bellbrook High School Student
Bellbrook Middle 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 Andrew Horner 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
Greenbrae, CA
Boston, MA
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Austin, TX
Fairfield, CT
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.
