Fidelity Personal And Workplace Advisors
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About this Advisor
Cameron Edens is a financial advisor located in Salt Lake City, Utah. Currently an advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of work experience as a financial advisor. Edens has Series 63 and Series 66 licenses, qualifying them as a securities broker. Edens can act as an advisor based out of Texas and Utah. Edens has gained experience at Fidelity Brokerage Services, LLC, Primerica, Encompass Promotions Inc, Apex Marketing Events Inc, Luxe Valet, Self-Employeed, Brigham Young University and American Technology Solutions. Fidelity Personal And Workplace Advisors is based out of Salt Lake City, Utah, and operates out of 1,138 additional locations across the United States. Overall, Fidelity Personal And Workplace Advisors manages $453 billion in assets throughout 1,038,219 accounts and retains more than 8,158 people. The amount of assets the firm manages makes it one of the largest financial advisory 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 29% of the advisor firm's customers 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
Cameron Edens Work History
Cameron has 10 years of experience.
Fidelity Brokerage Services, LLC
Encompass Promotions Inc
Apex Marketing Events Inc
American Technology Solutions
Brigham Young University
Cameron Edens has no disclosures.
Please visit their SEC profile for more details.
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