Melquan FairCRD Number: 7050718
Current Firm: Fidelity Personal And Workplace Advisors
Melquan Fair (CRD# 7050718) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 4 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Fidelity Brokerage Services LLC||Durham, NC||Dec 2018 - Current||4|
|Fidelity Investmets||Durham, NC||Apr 2017 - Dec 2018||1|
|Veritude||Durham, NC||Nov 2016 - Apr 2017||< 1|
|Combined Insurance||Raleigh, NC||Aug 2015 - Nov 2016||1|
|American Income Life||Raleigh, NC||Feb 2015 - Aug 2015||< 1|
|Central Prison||Raleigh, NC||Dec 2012 - Jan 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- 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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