Richard Abarca, financial advisor Campbell CA

Richard Abarca

CRD Number: 6828753
Current Firm: Fidelity Personal And Workplace Advisors

Richard Abarca (CRD# 6828753) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Campbell, CA Jul 2019 - Current 1
Bancwest Investment Services San Jose, CA Mar 2018 - Aug 2019 1
Pruco Securities, LLC Sherman Oaks, CA Jun 2017 - Mar 2018 < 1
California State University Northridge Northridge, CA May 2016 - May 2017 1
Bank Of America Los Angeles, CA Oct 2010 - Apr 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Richard Abarca
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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