Kimberly
Lacour

Fidelity Personal And Workplace Advisors

CRD#2138167
Investment Advisor
in Boston, MA

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About this Advisor

Kimberly Lacour is a certified financial planner who works out of Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, they have gathered 14 years of professional experience in the financial advisory industry. Lacour holds Series 66 and Series 63 licenses, qualifying them as a securities broker. Lacour can work with investors based out of California and Texas. During their career, Lacour has held roles at Kimberly Y. Lacour Ea, Cfp, Empress Advisors, LLC, Jpmorgan Chase Bank, Jp Morgan Securities LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 brick-and-mortar locations in the United States. As a company, Fidelity Personal And Workplace Advisors oversees $338 billion in assets throughout 914,878 client accounts and retains more than 6,722 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

15 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

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

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

Kimberly Lacour Work History

Kimberly has 15 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2014 - Present (6 years)

Fidelity Brokerage Services LLC

2013 - 2013 (< 1 year)

Empress Advisors, LLC

2013 - 2013 (< 1 year)

Jpmorgan Chase Bank

2013 - 2013 (< 1 year)

Jp Morgan Securities LLC

2005 - 2013 (8 years)

Kimberly Y. Lacour Ea,Cfp

Disclosures

Kimberly Lacour has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Yasemin Under
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Lauren Campbell
Houston, TX
Noah Schwartz
Boston, MA
Christopher Han
Boston, MA
Taylor Moroz
Salt Lake City, UT
Hedy Zahran
Bridgewater, NJ
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

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