Kenneth MiddletonCRD Number: 6205871
Current Firm: Fidelity Personal And Workplace Advisors
Kenneth Middleton (CRD# 6205871) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 7 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Fidelity Brokerage Services LLC||Greenwood Village, CO||Jun 2019 - Current||2|
|Unemployed||Denver, CO||Oct 2018 - Jun 2019||< 1|
|Td Ameritrade, Inc.||Omaha, NE||Feb 2018 - Oct 2018||< 1|
|Scottrade||Denver, FL||Dec 2014 - Feb 2018||3|
|Newbridge Securities||Boca Raton, FL||May 2014 - Oct 2014||< 1|
|First Investors Corporation||Miramar, FL||Feb 2014 - May 2014||< 1|
|First Investors Corporation||Miramar, FL||Jun 2013 - Feb 2014||< 1|
|Gordo's||Tallahassee, FL||Aug 2008 - Apr 2013||4|
|Florida State University||Tallahassee, FL||Aug 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
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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