Courtney CrissCRD Number: 6580885
Current Firm: Fidelity Personal And Workplace Advisors
Courtney Criss (CRD# 6580885) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Friendswood, TX and has over 5 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fidelity Brokerage Services LLC||Sugar Land, TX||Oct 2017 - Current||4|
|Jp Morgan Securities LLC||League City, TX||Oct 2015 - Oct 2017||2|
|Jpmorgan Chase Bank||League City, TX||Oct 2015 - Oct 2017||2|
|Jpmorgan Chase Bank||Friendswood, TX||Jun 2008 - Oct 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2015|
|S66||NASAA Uniform Combined State Law Examination||Sep 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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