Cameron
Bourbeau
Fidelity Personal And Workplace Advisors
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About this Advisor
Cameron Bourbeau is a financial advisor based out of Merrimack, New Hampshire with a total of 1 year of industry experience. Bourbeau is currently employed by Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Amherst Middle School, Souhegan High School, Moultons Market, Plymouth State University, Pasta Loft Restaurant, Tenny Mountain Ski Resort, Plain Jane Diner, Hannaford Super Market, St. Marys Bank and Fidelity Investments. Bourbeau maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in New Hampshire and Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It administers $653 billion in assets under management across its 1,712,247 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% belong to high-net-worth clients who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a diverse set 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. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors can include 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
Cameron Bourbeau Work History
Cameron has been registered as a financial advisor for 1 years.*
Fidelity Investments
St. Marys Bank
Hannaford Super Market
Pasta Loft Restaurant
Tenny Mountain Ski Resort
Plain Jane Diner
Plymouth State University
Moultons Market
Souhegan High School
Amherst Middle School
*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 Cameron Bourbeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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