Liam
Fee
Fidelity Personal And Workplace Advisors
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About this Advisor
Liam Fee is a financial advisor based in Merrimack, New Hampshire, working with Fidelity Personal And Workplace Advisors. Liam has previously held positions at Fidelity Investments, Bishop Guertin High School, International Association Of Privacy Professionals, Robert Half, University Of New Hampshire, Space Optical Research Labs LLC, Unh Dining Services, Unh Business Service Center, and Nashua Silver Knights. Liam has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New Hampshire, Rhode Island, and Texas. Currently, Liam is part of Fidelity Personal And Workplace Advisors, which operates out of Merrimack, New Hampshire. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Liam Fee Work History
Fidelity Investments
International Association Of Privacy Professionals
Robert Half
Unh Business Service Center
Unh Dining Services
Space Optical Research Labs LLC
University Of New Hampshire
Nashua Silver Knights
Bishop Guertin High School
Bishop Guertin High School
Disclosures
Please visit the SEC profile of Liam Fee 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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