Austin HealyCRD Number: 6921961
Current Firm: Fidelity Personal And Workplace Advisors
Austin Healy (CRD# 6921961) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 4 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Schaefer Financial Management, Inc.
|Fidelity Brokerage Services, LLC||Greenwood Village, CO||Jun 2019 - Current||3|
|The Vanguard Group, Inc.||Scottsdale, AZ||Mar 2018 - Apr 2019||1|
|Unemployed||Fort Collins, CO||Dec 2017 - Mar 2018||< 1|
|Colorado State University||Fort Collins, CO||Aug 2013 - Dec 2017||4|
|Allstate Financial Services, LLC||Parker, CO||Jun 2017 - Oct 2017||< 1|
|Branding Iron Liquors||Laporte, CO||Aug 2016 - Dec 2016||< 1|
|Adolfson And Peterson Construction||Aurora, CO||May 2015 - Aug 2015||< 1|
|The Links Golf Course||Highlands Ranch, CO||May 2014 - Aug 2014||< 1|
|Waterway Gas & Wash||Lone Tree, CO||May 2012 - Jan 2014||1|
|Rock Canyon High School||Highlands Ranch, CO||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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