Andrew Fausett (CRD# 7691539) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Peoria, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Glendale, AZ | Jan 2023 - Current | 1 |
| Jimmy Johns | Glendale, AZ | Sep 2020 - Jan 2023 | 2 |
| Grand Canyon University | Phoenix, AZ | Aug 2019 - Dec 2022 | 3 |
| Container Store | Glendale, AZ | Jul 2020 - Aug 2020 | < 1 |
| Daly Drip Coffee And Deserts | Glendale, AZ | Jan 2020 - Jul 2020 | < 1 |
| Big 5 Sporting Goods | Glendale, AZ | Nov 2018 - Dec 2019 | 1 |
| Rio Salado College | Phoenix, AZ | Aug 2016 - May 2019 | 2 |
| Deer Valley High School | Glendale, AZ | Aug 2015 - May 2019 | 3 |
| Desert Sky Middle School | Glendale, AZ | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2023 |
- AZ
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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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