Fidelity Personal And Workplace Advisors
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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
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
Lauren Campbell Work History
Lauren has 10 years of experience.
Cheddars Casual Cafe
The Children'S Place
Cheddars Casual Cafe
Lauren Campbell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors