Karl Nyberg (CRD# 6640759) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Davie, FL and has over 7 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Davie, FL | Mar 2023 - Current | 1 |
| River Financial | San Francisco, CA | Feb 2022 - Feb 2023 | 1 |
| Wells Fargo Clearing Services, LLC | Welllington, FL | Nov 2016 - Feb 2022 | 5 |
| Wells Fargo Bank Na | Wellington, FL | Nov 2015 - Feb 2022 | 6 |
| Wells Fargo Advisors LLC | Welllington, FL | Apr 2016 - Nov 2016 | < 1 |
| Wells Fargo Bank Na | Minneapolis, MN | Apr 2015 - Nov 2015 | < 1 |
| Siteimprove | Minneapolis, MN | Feb 2015 - Apr 2015 | < 1 |
| Wells Fargo Bank | St Louis Park, MN | Sep 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- FL
-
Total Assets Under Management818,776MILLIONS
-
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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