Rebecca
Price
Fidelity Personal And Workplace Advisors
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About this Advisor
Rebecca Price is a financial advisor operating out of Durham, North Carolina. Price is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at University Of North Carolina At Chapel Hill, Polk County High School, Kipos Greek Taverna, Condar Company And Kangaroo Golf, The Rural Seed Restaurant, Tractor Supply Company, North Carolina Collection Gallery At Wilson Library, Linda'S Bar And Grill, Spanky'S Restaurant And Bar, Caribou Coffee Co, Unc Student Stores Cafe (Now Stone And Leaf Cafe), Days Inn By Wyndam, The Orchard Inn and Fidelity Investments. Price holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is approved to work in North Carolina and Texas. Fidelity Personal And Workplace Advisors is a registered investment business based in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It manages $653 billion in assets among its 1,712,247 customer accounts, making it one of 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% are held by high-net-worth individuals who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a wide array 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 advisory services typically depend on which service is provided. However, fee types charged by Fidelity Personal And Workplace Advisors can consist of 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
Rebecca Price Work History
Rebecca has been registered as a financial advisor for 0 years.*
Fidelity Investments
Kipos Greek Taverna
Condar Company And Kangaroo Golf
Days Inn By Wyndam
The Rural Seed Restaurant
Tractor Supply Company
North Carolina Collection Gallery At Wilson Library
Linda'S Bar And Grill
Spanky'S Restaurant And Bar
Caribou Coffee Co
Unc Student Stores Cafe (Now Stone And Leaf Cafe)
University Of North Carolina At Chapel Hill
The Orchard Inn
Polk County 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 Rebecca Price 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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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.
