Lauren
Campbell

Fidelity Personal And Workplace Advisors

CRD#6027535
Investment Advisor
in Houston, TX

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About this Advisor

Lauren Campbell is an advisor located in Houston, Texas. Currently an advisor at Fidelity Personal And Workplace Advisors, they have accrued nine years of work experience as a financial advisor. Campbell maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Campbell is able to advise customers in Texas. During their career, the advisor has held roles at Fidelity Investments, Cheddars Casual Cafe, Nyack College and The Children'S Place. Fidelity Personal And Workplace Advisors is headquartered in Houston, Texas, and has 25 offices in the country. In aggregate, Fidelity Personal And Workplace Advisors manages $338 billion in assets dispersed across 914,878 client accounts and employs more than 6,722 people. The firm's total assets under management makes it one of the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in 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

Series 63, Series 65

Years of Experience

10 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

12532 Memorial Drive
Houston, TX 77024

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

TX Average: 118
Total Number of Accounts

914,878

TX Average: 4,567
Average Account Size

$369,449

TX Average: $3,506,186

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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
  • Other

Lauren Campbell Work History

Lauren has 10 years of experience.

2012 - Present (8 years)

Fidelity Investments

2011 - 2012 (1 year)

Cheddars Casual Cafe

2011 - 2011 (< 1 year)

Nyack College

2010 - 2011 (1 year)

The Children'S Place

2010 - 2010 (< 1 year)

Nyack College

2010 - 2010 (< 1 year)

Cheddars Casual Cafe

2010 - 2010 (< 1 year)

Nyack College

Disclosures

Lauren Campbell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Sam Grosser
Miami, FL
Anthony Mish
Boston, MA
William Jones
Boston, MA
Austin Johnson
Boston, MA

This content was compiled from the SEC and FINRA.

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