Joshua
Benson
Fidelity Personal And Workplace Advisors
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About this Advisor
Joshua Benson is a financial advisor working in Roanoke, Texas with 2 years of relevant experience. Benson is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Baxter Clean Care, Panola College, Stephen F. Austin State University, Kanakuk Kamps, Cartridge World, Stephen F. Austin State University Athletics, Fidelity Brokerage Services LLC, Fedex, White Oak High School and Ameriprise Financial Services, Inc. Benson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can operate in Texas. Fidelity Personal And Workplace Advisors is a registered investment business operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets under management among its 1,712,247 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. The company offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which service is offered. Fees charged 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
Joshua Benson Work History
Joshua has been registered as a financial advisor for 2 years.*
Fidelity Brokerage Services LLC
Ameriprise Financial Services, Inc
Fidelity Brokerage Services LLC
Cartridge World
Fedex
Stephen F. Austin State University
Kanakuk Kamps
Stephen F. Austin State University Athletics
Fedex
Baxter Clean Care
Panola College
White Oak 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 Joshua Benson 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
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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