Brandon
Deckard
Fidelity Personal And Workplace Advisors
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About this Advisor
Brandon Deckard is a certified financial planner based in Denver, Colorado. Deckard is an employee of Fidelity Personal And Workplace Advisors. Deckard has gained experience at Edward Jones, Citizens Bank, Fifth Third Bank, Cinemark, The Vanguard Group, Inc, Ae Wealth Management, LLC, Priority Financial And Insurance Solutions, Solutions First Financial Group, Raymond James Financial Services, Raymond James Financial Services Advisors, Jackson Roskelley Wealth Advisors and Fidelity Investments. Deckard maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Fidelity Personal And Workplace Advisors is an advisory business based out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It controls $653 billion in assets between its 1,712,247 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors can be comprised of 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
Brandon Deckard Work History
Brandon has been registered as a financial advisor for 0 years.*
Fidelity Investments
Raymond James Financial Services
Raymond James Financial Services Advisors
Jackson Roskelley Wealth Advisors
Ae Wealth Management, LLC
Priority Financial And Insurance Solutions
Solutions First Financial Group
The Vanguard Group, Inc
Edward Jones
Citizens Bank
Fifth Third Bank
Cinemark
*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 Brandon Deckard 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
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
