Rashon
Holmes

Fidelity Personal And Workplace Advisors

CRD#6945054
Investment Advisor
in Warrington, PA

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About this Advisor

Rashon Holmes is a financial advisor operating out of Warrington, Pennsylvania with a total of 1 year of industry experience. Holmes currently works for Fidelity Personal And Workplace Advisors. During their career, Holmes has held roles at Santander Bank N.A, Santander Securities, LLC, Pnc Bank, Wells Fargo, Culloo Entertainment, Citizens Securities, Inc, Citizens Securities Inc and Fidelity Investments. Holmes maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm based out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 advisors. It oversees $653 billion in total assets among its 1,712,247 client accounts, making it one of the largest firms in the country 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 assets available to invest. Fidelity Personal And Workplace Advisors 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. Fees for financial management are based on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1520 Main St, Ste 201
Warrington, PA 18976-3401

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

PA Average: $16,012,751,954
Total Number of Employees

13,507

PA Average: 118
Total Number of Accounts

1,712,247

PA Average: 4,567
Average Account Size

$381,106

PA Average: $3,506,186

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

Rashon Holmes Work History

Rashon has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Citizens Securities Inc

2019 - 2021 (2 years)

Citizens Securities, Inc

2018 - 2019 (1 year)

Santander Bank N.A

2018 - 2019 (1 year)

Santander Securities, LLC

2017 - 2018 (1 year)

Pnc Bank

2017 - 2019 (2 years)

Culloo Entertainment

2012 - 2016 (4 years)

Wells Fargo

*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 Rashon Holmes 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

Nora Clifford
Greenbrae, CA
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
Michael Gefen
Fairfield, CT
Andrew Draluck
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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