Mark EdwardsCRD Number: 6353749
Current Firm: Fidelity Personal And Workplace Advisors
Mark Edwards (CRD# 6353749) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 7 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Investments||American Fork, UT||Jun 2014 - Current||7|
|Byu Creamery On Ninth East||Provo, UT||Mar 2011 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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