Dana DepenbrockCRD Number: 6936902
Current Firm: Fidelity Personal And Workplace Advisors
Dana Depenbrock (CRD# 6936902) 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
U.s. Bancorp Investments, Inc.
Ubs Financial Services Inc.
|Fidelity Brokerage Services LLC||Covington, KY||Apr 2018 - Current||4|
|Anne G Banta Dds||Cincinnati, OH||May 2017 - Apr 2018||< 1|
|Montgomery Dentistry||Cincinnati, OH||Feb 2014 - Apr 2017||3|
|Seven Hills Middle School||Cincinnati, OH||Aug 2016 - Oct 2016||< 1|
|Afinia Dental||Cincinnati, OH||Dec 2012 - Dec 2014||2|
|Mallard Cove Assisted Living||Cincinnati, OH||Jan 2012 - Jan 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Dec 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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