Fidelity Personal And Workplace Advisors
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About this Advisor
James Woodall is an investment advisor in Roanoke, Texas. Currently an investment advisor at Fidelity Personal And Workplace Advisors, Woodall has 10 years of practice as a financial advisor. Woodall maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Woodall can operate in Texas. Throughout their career, Woodall has worked at Fidelity Investments, Tega Kids Superplex, Texas Tech University, Bolton'S Oil Change, National Financial Services LLC, Fidelity Brokerage Services LLC and Veritude. Fidelity Personal And Workplace Advisors is headquartered in Roanoke, Texas, and has 1,138 additional locations in the country. As a company, Fidelity Personal And Workplace Advisors oversees $453 billion in assets across 1,038,219 client accounts and retains more than 8,158 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 29% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
James Woodall Work History
James has 10 years of experience.
Fidelity Brokerage Services LLC
National Financial Services LLC
Tega Kids Superplex
Texas Tech University
Texas Tech University
Bolton'S Oil Change
James Woodall has no disclosures.
Please visit their SEC profile for more details.
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