Christopher Lalli (CRD# 6977446) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Broomfield, CO and has over 5 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Broomfield, CO | May 2021 - Current | 3 |
Ameriprise Financial Services Inc. | Las Vegas, NV | Jun 2018 - Apr 2021 | 2 |
Unemployed | Las Vegas, NV | Dec 2017 - May 2018 | < 1 |
Republican Party | Reno, NV | Sep 2017 - Dec 2017 | < 1 |
Pub N Sub | Reno, NV | May 2017 - Sep 2017 | < 1 |
Unemployed | Reno, NV | Aug 2016 - May 2017 | < 1 |
Old Greenwood Golf Course | Truckee, CA | May 2016 - Oct 2016 | < 1 |
Unemployed | Reno, NV | Aug 2015 - May 2016 | < 1 |
Station Casinos | Las Vegas, NV | May 2015 - Aug 2015 | < 1 |
Unemployed | Las Vegas, NV | Aug 2014 - May 2015 | < 1 |
Station Casinos | Las Vegas, NV | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- CO
- NV
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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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