![Noah Webb, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
Noah Webb (CRD# 7434627) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dayton, OH and has over 2 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
![Alexis Abanto-Wolf, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
CRD# 6665238
U.s. Bancorp Investments, Inc.
![Michael Abbinante, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Beavercreek, OH | Aug 2021 - Current | 2 |
Jpmorgan Chase | Dayton, OH | Sep 2020 - Aug 2021 | < 1 |
Unemployed (covid-19) | N/a, OH | Apr 2020 - Sep 2020 | < 1 |
The Home Depot | Fairborn, OH | Mar 2019 - Apr 2020 | 1 |
Unemployed | N/a, OH | Jan 2019 - Mar 2019 | < 1 |
Walmart | Beavercreek, OH | May 2017 - Jan 2019 | 1 |
First Year Of College (unemployed) | Dayton, OH | Jul 2016 - May 2017 | < 1 |
Kroger | Powell, OH | May 2016 - Jul 2016 | < 1 |
Scrambler Marie's | Powell, OH | Jun 2015 - Jul 2016 | 1 |
Unemployed (living With Parents And Attending K-12 School) | Powell, OH | Jan 2011 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
S63 | Uniform Securities State Law Examination | Jan 2022 |
- OH
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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