Kaylene Prior, financial advisor Hingham MA

Kaylene Prior

CRD Number: 6965604
Current Firm: Fidelity Personal And Workplace Advisors

Kaylene Prior (CRD# 6965604) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hingham, MA and has over 5 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Providence, RI Jun 2018 - Current 6
University Of Massachusetts Amherst Amherst, MA Sep 2014 - May 2018 3
Fidelity Investments Boston, MA Jun 2017 - Aug 2017 < 1
Fidelity Investments Boston, MA Jun 2016 - Aug 2016 < 1
Fidelity Investments Boston, MA Jun 2015 - Aug 2015 < 1
Dunkin Donuts Mansfield, MA Aug 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2018
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Kaylene M. Prior
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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