Clayton Faber (CRD# 7272003) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 3 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 5495455
Schaefer Financial Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Jun 2020 - Current | 3 |
| King Soopers | Arvada, CO | Oct 2017 - Jun 2020 | 2 |
| University Of Colorado Denver | Denver, CO | Aug 2015 - Dec 2019 | 4 |
| Instacart | Arvada, CO | Jan 2019 - Jun 2019 | < 1 |
| King Soopers | Arvada, CO | Jul 2014 - Oct 2017 | 3 |
| Pomona High School | Arvada, CO | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CO
- TX
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Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
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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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