Kamar
Plunkett
Fidelity Personal And Workplace Advisors
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About this Advisor
Kamar Plunkett is a financial advisor working out of New York, New York with 4 years of relevant experience. Plunkett is on the advisory team at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Mass Mutual / Lenox Advisors, Mml Investors Services, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Raymond James Financial Services, Inc, Un Federal Credit Union, Raymond James Financial Services Advisors Inc, Communityamerica Financial Solutions LLC and Fidelity Brokerage Services LLC. Plunkett maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut, New York and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets under management across its 1,712,247 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 client accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm 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. Financial management fees depend on the financial services provided. However, fees charged by Fidelity Personal And Workplace Advisors most likely include 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
Kamar Plunkett Work History
Kamar has been registered as a financial advisor for 4 years.*
Fidelity Brokerage Services LLC
Raymond James Financial Services, Inc
Un Federal Credit Union
Raymond James Financial Services Advisors Inc
Communityamerica Financial Solutions LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Mass Mutual / Lenox Advisors
Mml Investors Services
*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 Kamar Plunkett 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
Naples, FL
Santa Monica, CA
Mesa, AZ
Burlingame, CA
Boston, MA
Boston, MA
Fairfield, CT
Boston, MA
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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