Thomas
Duebner

Fidelity Personal And Workplace Advisors

CRD#7593563
Investment Advisor
in Austin, TX

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About this Advisor

Thomas Duebner is a financial advisor based in Austin, Texas, working with Fidelity Personal And Workplace Advisors. Thomas has previously held positions at San Marcos Cisd, Hays Cisd, Jenison Isd, Hudsonville Isd, and Fidelity Investments. Thomas has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Thomas is part of Fidelity Personal And Workplace Advisors, which operates out of Austin, Texas. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

405 N Lamar Blvd
Austin, TX 78703-5409

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

TX Average: 118
Total Number of Accounts

1,991,043

TX Average: 4,567
Average Account Size

$411,230

TX 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

Thomas Duebner Work History

2022 - Present (2 years)

Fidelity Investments

2019 - 2022 (3 years)

San Marcos Cisd

2016 - 2019 (3 years)

Hays Cisd

2013 - 2016 (3 years)

Jenison Isd

2012 - 2016 (4 years)

Hudsonville Isd

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Disclosures

Please visit the SEC profile of Thomas Duebner 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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