Chad EppersonCRD Number: 7028407
Current Firm: Fidelity Personal And Workplace Advisors
Chad Epperson (CRD# 7028407) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 4 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Allworth Financial, LP
|Fidelity Brokerage Services, LLC||Covingotn, KY||Sep 2018 - Current||4|
|American Home Shield||Memphis, TN||Dec 2016 - Aug 2018||1|
|Unemployed||Cincinnati, OH||May 2016 - Nov 2016||< 1|
|Cincinnati Bell||Cincinnati, OH||May 1998 - Apr 2016||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2018|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
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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