Kenneth
Barber

Fidelity Personal And Workplace Advisors

CRD#4109145
Investment Advisor
in Boston, MA
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About this Advisor

Kenneth Barber is a certified financial planner who works out of Boston, Massachusetts, with a total of 11 years of experience as a financial advisor. Barber is currently employed by Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Advisor Partners, LLC, Umb Distribution Services, LLC, Symetra Investment Services, Inc, Longboard Asset Management, LLC, Northern Lights Distributors, LLC, Pfs Investment Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Barber maintains a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Colorado and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 people on staff. It oversees $345 billion in assets between its 858,130 accounts, making it one of the largest firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 858,130 accounts, 68% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company provides 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. Financial advisory fee schedules largely vary depending on the type of services offered. Fees billed by Fidelity Personal And Workplace Advisors can consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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, Others

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

MA 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

Kenneth Barber Work History

Kenneth has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - 2015 (0 years)

Pfs Investment Inc

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2014 - 2014 (0 years)

Longboard Asset Management, LLC

2013 - 2013 (0 years)

Northern Lights Distributors, LLC

2012 - 2012 (0 years)

Advisor Partners, LLC

2012 - 2012 (0 years)

Symetra Investment Services, Inc

2012 - 2013 (1 years)

Longboard Asset Management, LLC

2007 - 2011 (4 years)

Umb Distribution Services, LLC

Disclosures

Kenneth Barber has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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