Julian KiddCRD Number: 7075016
Current Firm: Fidelity Personal And Workplace Advisors
Julian Kidd (CRD# 7075016) 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.
Motley Fool Wealth Management, LLC
Thrivent Advisor Network, LLC
|Fidelity Brokerage Services, LLC||Greenwood Village, CO||Feb 2019 - Current||3|
|Real Property Management Colorado||Denver, CO||Dec 2017 - Feb 2019||1|
|Colorado Christian University||Lakewood, CO||Aug 2014 - Dec 2017||3|
|Dodrill Insurance LLC||Lakewood, CO||Jul 2015 - Nov 2017||2|
|Colorado Christian University||Lakewood, CO||May 2016 - Aug 2016||< 1|
|Jamba Juice||Lakewood, CO||Oct 2014 - Jul 2015||< 1|
|Sky Zone||Maumelle, AR||May 2014 - Jan 2015||< 1|
|Central Arkansas Christian Schools||North Little Rock, AR||Jan 2009 - May 2014||5|
|Mexico Chiquito||Little Rock, AR||Jan 2013 - May 2013||< 1|
|Abercrombie & Fitch||Little Rock, AR||Jan 2013 - Feb 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2019|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.