Boyd DaileyCRD Number: 7222767
Current Firm: Fidelity Personal And Workplace Advisors
Boyd Dailey (CRD# 7222767) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alpharetta, GA and has 1 year of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Fidelity Brokerage Services LLC||Atlanta, GA||Jan 2020 - Current||2|
|United Community Bank||Lawrenceville, GA||Dec 2018 - Jan 2020||1|
|Rico's World Kitchen||Buford, GA||Aug 2013 - Dec 2018||5|
|Young Harris College||Young Harris, GA||Aug 2014 - Dec 2017||3|
|Buford High School||Buford, GA||Aug 2010 - Apr 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2021|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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