Lindsay
Phillips
Fidelity Personal And Workplace Advisors
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About this Advisor
Lindsay Phillips is a financial advisor based out of Boston, Massachusetts, who has 5 years of relevant experience. Phillips is currently employed by Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Valic Financial Advisors, Inc, Fidelity Brokerage Services LLC, Solstice Sunglasses, Soma Intimates, Francesca'S, Standard Hardware and Fidelity Personal And Workplace Advisors. Phillips has Series 66, Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Fidelity Personal And Workplace Advisors is a financial advisory business based in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in assets across its 1,712,247 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets. The business performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees depend on which service is offered. Fee types billed by Fidelity Personal And Workplace Advisors can consist of any combination of 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
Lindsay Phillips Work History
Lindsay has been registered as a financial advisor for 5 years.*
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Valic Financial Advisors, Inc
Standard Hardware
Soma Intimates
Francesca'S
Solstice Sunglasses
*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 Lindsay Phillips 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
Boston, MA
Naperville, IL
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Boston, MA
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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