Conner Freese (CRD# 7373414) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Provo, UT | Jan 2023 - Current | 1 |
Northwestern Mutual | Provo, UT | May 2021 - Jan 2023 | 1 |
Aperture Medical | Orem, UT | Aug 2019 - May 2021 | 1 |
Upwell Health | Orem, UT | Feb 2019 - Aug 2019 | < 1 |
Vivint Smart.home | Lindon, UT | Jan 2018 - Jan 2019 | 1 |
Ferguson Electric | Scottsdale, AZ | Sep 2017 - Dec 2017 | < 1 |
The Church Of Jesus Christ Of Latter Day Saints | Manila, | Sep 2015 - Sep 2017 | 2 |
Postnet | Cave Creek, AZ | Nov 2014 - Sep 2015 | < 1 |
High School | Cave Creek, AZ | Jan 2013 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- TX
- UT
-
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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