Karin
Hawkins

Fidelity Personal And Workplace Advisors

CRD#5688231
Investment Advisor
in Lennon, MI

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About this Advisor

Karin Hawkins is a financial advisor working out of Lennon, Michigan who has 1 year of relevant experience. Hawkins is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, Hawkins has held roles at Wells Fargo Advisors LLC, Morgan Stanley, Wells Fargo Advisors, Fifth Third Securities and Fidelity Investments. Hawkins has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Fidelity Personal And Workplace Advisors is a registered investment business headquartered in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets under management between its 1,712,247 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs 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 and educational seminars. Fees for financial advisory services vary depending on which services are provided. Fees charged by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Lennon, MI

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

MI Average: 118
Total Number of Accounts

1,712,247

MI Average: 4,567
Average Account Size

$381,106

MI Average: $3,506,186

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

Karin Hawkins Work History

Karin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2017 - 2022 (5 years)

Fifth Third Securities

2016 - 2017 (1 year)

Morgan Stanley

2016 - 2017 (1 year)

Morgan Stanley

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

1999 - 2016 (17 years)

Wells Fargo Advisors

*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 Karin Hawkins 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

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
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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