Adam El-HodiriCRD Number: 7442577
Current Firm: Fidelity Personal And Workplace Advisors
Adam El-Hodiri (CRD# 7442577) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has 1 year of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Renaissance Investment Management
|Fidelity Investments||Covington, KY||Sep 2021 - Current||< 1|
|Arizona State University||Covington, KY||Aug 2019 - Sep 2021||2|
|Starbucks||Crestview Hills, KY||May 2017 - Sep 2021||4|
|University Of Cincinnati||Cincinnati, OH||Aug 2014 - May 2018||3|
|The Rook Otr||Cincinnati, OH||Sep 2016 - Aug 2017||< 1|
|Adecco||Marysville, OH||May 2016 - Aug 2016||< 1|
|Steak N' Shake||Hilliard, OH||Jan 2014 - Aug 2014||< 1|
|Darby High School||Hilliard, OH||Aug 2010 - May 2014||3|
|Golden Chopsticks||Hilliard, OH||Mar 2013 - Oct 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.