Cole BridgesCRD Number: 6746726
Current Firm: Fidelity Personal And Workplace Advisors
Cole Bridges (CRD# 6746726) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 4 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||Westlake, TX||Jan 2017 - Current||4|
|Cole Bridges Sign Painter||Denton, TX||Jan 2015 - Jan 2017||2|
|Starr Studios||Denton, TX||Jan 2013 - Jan 2017||4|
|Roemtech||Lewisville, TX||Jan 2015 - Mar 2016||1|
|Moderne Events||Dallas, TX||Dec 2012 - Jun 2013||< 1|
|N/a||Shenzhen,||May 2012 - Nov 2012||< 1|
|Watchtower Bible And Tract Society||Wallkill, NY||May 2011 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2017|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
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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