Phillip MachenCRD Number: 6557141
Current Firm: Fidelity Personal And Workplace Advisors
Phillip Machen (CRD# 6557141) 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||Covington, KY||Sep 2015 - Current||6|
|Fidelity Investments||Covington, KY||May 2015 - Sep 2015||< 1|
|Pendleton County Schools||Falmouth, KY||Aug 2012 - May 2015||2|
|Augusta Independent Schools||Augusta, KY||Aug 2012 - May 2015||2|
|Bracken County Schools||Brooksville, KY||Aug 2012 - May 2015||2|
|Northern Kentucky University||Highland Heights, KY||Aug 2007 - May 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 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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