Samuel Mershon (CRD# 6760730) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Service LLC | Covington, KY | Feb 2017 - Current | 7 |
| Hall's Paving And Sealing | Covington, KY | Jun 2016 - Feb 2017 | < 1 |
| Mnc Brokerage | Covington, KY | Mar 2016 - Feb 2017 | < 1 |
| Northern Kentucky University | Highland Heights, KY | Aug 2012 - Dec 2016 | 4 |
| Fifth Third Bank | Erlanger, KY | Mar 2015 - Apr 2016 | 1 |
| Sears Hometown And Outlet | Alexandria, KY | Jun 2013 - Aug 2015 | 2 |
| Totter's Otterville | Latonia, KY | Aug 2014 - Jan 2015 | < 1 |
| Toddler Town | Covington, KY | Jun 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- KY
- 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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