Alexis
Sims
Fidelity Personal And Workplace Advisors
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About this Advisor
Alexis Sims is a financial advisor based in Concord, North Carolina, working with Fidelity Personal And Workplace Advisors. Alexis has previously held positions at Associate Staffing, Rick's Cafe Boatyard, Fortiline Waterworks Inc / Reece USA, Indianapolis University Purdue University - KSB, Ally Invest Securities LLC, Fidelity Investments, TIAA-CREF Individual & Institutional Services, LLC, Longhorn Steakhouse / Darden Restaurants, Wells Fargo Clearing Services, LLC, and Wells Fargo. Alexis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Alexis is part of Fidelity Personal And Workplace Advisors, which operates out of Concord, North Carolina. 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
Alexis Sims Work History
Fidelity Investments
Tiaa-Cref Individual & Institutional Services, LLC
Associate Staffing
Wells Fargo Clearing Services, LLC
Fidelity Investments
Ally Invest Securities LLC
Ally Invest Securities LLC
Wells Fargo
Associate Staffing
Fortiline Waterworks Inc / Reece Usa
Rick'S Cafe Boatyard
Indianapolis University Purdue University - Ksb
Longhorn Steakhouse / Darden Restaurants
Disclosures
Please visit the SEC profile of Alexis Sims 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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