Lara
Healy
Fidelity Personal And Workplace Advisors
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About this Advisor
Lara Healy is a financial advisor based out of Minneapolis, Minnesota with 3 years of industry experience. Healy works at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Russell'S Restaurant, Herban Wellness, The Kitchen, Blue Osa Yoga Retreat, Wells Fargo and Fidelity Brokerage Services LLC. Healy holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets under management across its 1,712,247 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 accounts, 31% belong to high-net-worth investors who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors has a number 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. Fees for financial advice largely vary depending on which services are offered. However, fee types billed by Fidelity Personal And Workplace Advisors most likely are comprised of some 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
Lara Healy Work History
Lara has been registered as a financial advisor for 3 years.*
Fidelity Brokerage Services LLC
Russell'S Restaurant
Herban Wellness
The Kitchen
Blue Osa Yoga Retreat
Wells Fargo
*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 Lara Healy 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
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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