Andrew BonnerCRD Number: 6617609
Current Firm: Fidelity Personal And Workplace Advisors
Andrew Bonner (CRD# 6617609) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 5 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Fidelity Brokerage Services, LLC||Greenwood Village, CO||Feb 2016 - Current||5|
|The Whitestone Group||Columbus, OH||May 2015 - Feb 2016||< 1|
|Colorado State University - Global Campus||Greenwood Village, CO||Nov 2014 - Feb 2015||< 1|
|Unemployed||Longmont, CO||Jul 2014 - Nov 2014||< 1|
|Federal Aviation Administration||Longmont, CO||Apr 2014 - Jul 2014||< 1|
|Halliburton Energy Services||Fort Lupton, CO||Aug 2013 - Apr 2014||< 1|
|Allied Barton Security Services||Lakewood, CO||Dec 2010 - Jul 2013||2|
|Aims Community College||Greeley, CO||Aug 2010 - Dec 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
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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