Gregory Workman (CRD# 4109970) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 5 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kelly Financial Services | Braintree, MA | Feb 2021 - Current | 3 |
| Lyft, Inc. | San Francisco, CA | Nov 2019 - Current | 4 |
| Financial Compass Group, LLC | Wellesley, MA | Oct 2020 - Dec 2020 | < 1 |
| Equitable Advisors, LLC | New York, NY | Oct 2020 - Dec 2020 | < 1 |
| Minnesota Life Insurance Company | St Paul, MN | Jun 2019 - Oct 2020 | 1 |
| Securian Financial Services Inc. | St Paul, MN | Jun 2019 - Oct 2020 | 1 |
| Pioneer Financial Group | Dedham, MA | Jun 2019 - Oct 2020 | 1 |
| Nylife Securities LLC | Bridgewater, MA | Nov 2018 - May 2019 | < 1 |
| New York Life Insurance Company | Bridgewater, MA | Nov 2018 - May 2019 | < 1 |
| Unemployed | Hyde Park, MA | Jun 2018 - Oct 2018 | < 1 |
| Outfront Media | New York, NY | Sep 2015 - Jun 2018 | 2 |
| Fujifilm Sonosite | Bothell, WA | Jan 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- MA
-
Total Assets Under Management427MILLIONS
-
Total Number of Accounts2,820ACCOUNTS
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Average Account Value$151,364
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NC, NE, NH, PA, RI, TX
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