Kristie Remington (CRD# 5463617) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 16 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | Sep 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Salt Lake City, UT | Jun 2018 - Jul 2021 | 3 |
| Unemployed | South Jordan, UT | Feb 2018 - Jun 2018 | < 1 |
| J.p. Morgan Securities LLC | Orem, UT | Dec 2017 - Jan 2018 | < 1 |
| Jp Morgan Chase Bank | Orem, UT | Dec 2017 - Jan 2018 | < 1 |
| Morgan Stanley | South Jordan, UT | Nov 2017 - Nov 2017 | < 1 |
| Unemployed | South Jordan, UT | Jul 2017 - Nov 2017 | < 1 |
| Tdameritrade Investment Management | Draper, UT | Aug 2014 - Jul 2017 | 2 |
| Td Ameritrade, Inc. | Draper, UT | Jul 2014 - Jul 2017 | 3 |
| Unemployed | South Jordan, UT | Jun 2014 - Jun 2014 | < 1 |
| Fidelity Brokerage Services LLC | Salt Lake City, UT | Oct 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- TX
- UT
-
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
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