Kevin
Brown
Fidelity Personal And Workplace Advisors
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About this Advisor
Kevin Brown is a financial advisor who works out of Durham, North Carolina. Brown works at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Investments, Chrysalis, Garage Door Pros Service & Repair, Cache County School District, Turn Community Services, Ipartnr Technologies, Garage Doors Only, The Church Of Jesus Christ Of Latter Day Saints, Fred C. Beyer High School, Lds Business College and Utah State University. Brown holds Series 66 and Series 63 licenses, designating them as a securities representative, and is approved to advise clients in North Carolina and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in assets under management across its 1,712,247 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides a wide 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. Fees for financial advice are based on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors can 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
Kevin Brown Work History
Kevin has been registered as a financial advisor for 0 years.*
Fidelity Investments
Garage Door Pros Service & Repair
Chrysalis
Cache County School District
Utah State University
Lds Business College
Turn Community Services
Ipartnr Technologies
Garage Doors Only
The Church Of Jesus Christ Of Latter Day Saints
Fred C. Beyer High 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 Kevin Brown 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
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
Fairfield, CT
Fort Lauderdale, FL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
