Paul AllenCRD Number: 4935295
Current Firm: Fidelity Personal And Workplace Advisors
Paul Allen (CRD# 4935295) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 18 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||5|
|Fidelity Investments||Westlake, TX||Aug 2006 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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