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 operating in Boston, Massachusetts, who has been in the advisory business for 13 years. Lacour is an advisor for Fidelity Personal And Workplace Advisors. Over the course of 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. Lacour holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is able to advise clients in California and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 financial advisors. It handles $345 billion in assets under management between its 858,130 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 858,130 customer accounts, 68% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number of services, including 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 charged by financial advisors usually vary depending on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

13 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 13 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2014 - Present (5 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.

This content was compiled from the SEC and FINRA.

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