Fidelity Personal And Workplace Advisors
About this Advisor
Heather Roach is a financial advisor working out of Albuquerque, New Mexico, who has been in the financial industry for 12 years. Roach is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, Roach has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Student, Noon Day Ministries, Bank Of America, N.A and Fidelity Brokerage Services LLC. Roach holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Mexico and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company headquartered in Albuquerque, New Mexico. The firm has offices in 1,138 locations and a total of 8,158 advisors. It has $453 billion in assets under management among its 1,038,219 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 1,038,219 client accounts, 29% belong to high-net-worth clients who have at least $1 million in investable assets. The company has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Heather Roach Work History
Heather has 12 years of experience.
Fidelity Brokerage Services LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Noon Day Ministries
Heather Roach has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
San Antonio, TX