Blake BumgardnerCRD Number: 6647575
Current Firm: Fidelity Personal And Workplace Advisors
Blake Bumgardner (CRD# 6647575) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Southlake, TX||Jul 2016 - Current||5|
|Axa Advisors LLC||Houston, TX||May 2016 - Jul 2016||< 1|
|Tx A & M University||College Station, TX||Jan 2015 - May 2016||1|
|Texas A & M University||College Station, TX||Aug 2014 - May 2016||1|
|Bbva Compass||College Station, TX||Jan 2013 - Jan 2015||2|
|Blinn College||Brenham, TX||Jun 2012 - Aug 2014||2|
|Bellville High School||Bellville, TX||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
|S63||Uniform Securities State Law Examination||Oct 2016|
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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