Rie AkersCRD Number: 5900208
Current Firm: Fidelity Personal And Workplace Advisors
Rie Akers (CRD# 5900208) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Colorado Springs, CO and has over 10 years of experience in the finance industry.
Accelerated Wealth Advisors LLC
Adelmann Financial, Inc.
T. Rowe Price Advisory Services, Inc.
|Fidelity Brokerage Services LLC||Colorado Springs, CO||May 2015 - Current||7|
|T Rowe Price||Colorado Springs, CO||Feb 2011 - Apr 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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