Liliane Bwakira (CRD# 6630086) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 7 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Jacksonville, FL | Apr 2021 - Current | 3 |
| Kiza Bayshore Advisors | Fort Lauderdale, FL | Oct 2020 - Apr 2021 | < 1 |
| Oppenheimer & Company Inc. | Ft. Lauderdale, FL | Jan 2019 - Oct 2020 | 1 |
| Unemployed | Ft. Lauderdale, FL | Aug 2018 - Jan 2019 | < 1 |
| Bank Of America, N.a. | Fort Lauderdale, FL | Aug 2017 - Aug 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale, FL | Jan 2017 - Aug 2018 | 1 |
| Campbell Williams, Inc. | Miami, FL | Mar 2016 - Dec 2016 | < 1 |
| K2i Global Markets, LLC | Fort Lauderdale, FL | Oct 2013 - Dec 2016 | 3 |
| Primerica | Fort Lauderdale, FL | Jan 2015 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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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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