Lionel Eason (CRD# 7365341) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Orange, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Woodmere Village, OH | Jan 2024 - Current | < 1 |
Dfas | Indianapolis, IN | May 2021 - Current | 3 |
Brooks International | West Palm Beach, FL | Jul 2023 - Dec 2023 | < 1 |
U.s. Army | Ft Leonard Wood, MO | Apr 2023 - Aug 2023 | < 1 |
Confidential Insurance | Boca Raton, FL | Oct 2022 - Apr 2023 | < 1 |
Usha Insurance | West Palm Beach, FL | Jun 2022 - Sep 2022 | < 1 |
Mercyhurst University | Erie, PA | Aug 2018 - May 2022 | 3 |
Fedex | Richfield, OH | Dec 2020 - Jan 2021 | < 1 |
Amazon | North Randall, OH | Jul 2020 - Aug 2020 | < 1 |
Ace Hardware | Wallhaven, OH | Apr 2020 - Aug 2020 | < 1 |
Chipotle | Erie, PA | Feb 2020 - Mar 2020 | < 1 |
Old Trail School | Akron, OH | Jun 2019 - Aug 2019 | < 1 |
Eddie Bauer | Fairlawn, OH | May 2019 - Aug 2019 | < 1 |
Superior Tire | Warren, PA | Jun 2018 - Aug 2018 | < 1 |
Warren Area High School | Warren, PA | Aug 2014 - Jun 2018 | 3 |
Ace Hardware | Warren, PA | Jul 2017 - Sep 2017 | < 1 |
Cable Hallow Golf Course | Russell, PA | Jun 2017 - Sep 2017 | < 1 |
Beaty Warren Middle School | Warren, PA | Aug 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- OH
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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
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