Lauren ChandlerCRD Number: 6520727
Current Firm: Fidelity Personal And Workplace Advisors
Lauren Chandler (CRD# 6520727) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 6 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||Jun 2015 - Current||6|
|University Of Alabama In Huntsville||Huntsville, AL||Aug 2010 - May 2015||4|
|Below The Radar||Huntsville, AL||Feb 2013 - Dec 2014||1|
|Mid-continent Group||Tulsa, OK||May 2014 - Aug 2014||< 1|
|Monte Sano Club||Huntsville, AL||May 2013 - Sep 2013||< 1|
|Monte Sano Club||Huntsville, AL||May 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2015|
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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