Diane MeckCRD Number: 7118729
Current Firm: Fidelity Personal And Workplace Advisors
Diane Meck (CRD# 7118729) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Houston, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Fidelity Brokerage Services||Houston, TX||May 2019 - Current||3|
|Unemployed||Houston, TX||Jan 2018 - Apr 2019||1|
|Amcap||Houston, TX||Jun 2015 - Dec 2018||3|
|Producers Coop||Bryan, TX||Dec 2013 - Mar 2015||1|
|Barnes And Noble||College Station, TX||Nov 2012 - Sep 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2019|
|S66||NASAA Uniform Combined State Law Examination||Feb 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
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