William AllenCRD Number: 2478527
Current Firm: Fidelity Personal And Workplace Advisors
William Allen (CRD# 2478527) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 29 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 Brokerage Services LLC||Millburn, NJ||Apr 2015 - Current||8|
|Unemployed||Lake Mary, FL||Jan 2014 - Apr 2015||1|
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Jan 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
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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