Phillip
Battle
Fidelity Personal And Workplace Advisors
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About this Advisor
Phillip Battle is a financial advisor operating out of Atlanta, Georgia with a total of 1 year of industry experience. Battle is on the advisory team at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Nordstrom, Inc, Kennesaw State University, Bank Of America, Georgia Perimeter College, Elite Performance Training, At&T Mobility Services, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC and Fidelity Investments. Battle maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Fidelity Personal And Workplace Advisors is a registered investment company headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It handles $653 billion in total assets between its 1,712,247 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a wide assortment 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 vary depending on the type of services offered. Fees billed by Fidelity Personal And Workplace Advisors can include some combination 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
Phillip Battle Work History
Phillip has been registered as a financial advisor for 1 years.*
Fidelity Investments
Jp Morgan Chase Bank, N.A
Jp Morgan Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Nordstrom, Inc
Kennesaw State University
Bank Of America
At&T Mobility Services
Elite Performance Training
Georgia Perimeter College
*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 Phillip Battle 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
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.
