Katie Chambers (CRD# 5524521) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Raleigh, NC and has over 8 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Raleigh, NC | Jan 2021 - Current | 3 |
| Morgan Stanley Private Bank, N.a | New York, NY | Sep 2020 - Dec 2020 | < 1 |
| Morgan Stanley | Raleigh, NC | Aug 2020 - Dec 2020 | < 1 |
| Strategic Advisor Group | Bethlehem, PA | May 2017 - Aug 2020 | 3 |
| Captrust Financial Advisors | Raleigh, NC | May 2017 - Aug 2020 | 3 |
| M Holdings Securities | Portland, OH | Jun 2017 - May 2020 | 2 |
| Morgan Stanley | Allentown, PA | Jul 2015 - May 2017 | 1 |
| Nestle Usa | Breinigsville, PA | Aug 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- NC
- 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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