Christian
Green
Fidelity Personal And Workplace Advisors
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About this Advisor
Christian Green is a financial advisor who works out of American Fork, Utah who has 2 years of industry experience. Green is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Murray High School, Missionary Service, Utah Valley University, Alder Security, Vantage Marketing, Weave and Fidelity Investments. Green holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Utah. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 advisors. It oversees $653 billion in assets under management between its 1,712,247 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors has a number 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 fees usually depend on which services the firm provides the client. 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
Christian Green Work History
Christian has been registered as a financial advisor for 2 years.*
Fidelity Investments
Utah Valley University
Weave
Vantage Marketing
Utah Valley University
Alder Security
Missionary Service
Murray 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 Christian Green 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
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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