Katie Van HoutenCRD Number: 6513801
Current Firm: Fidelity Personal And Workplace Advisors
Katie Van Houten (CRD# 6513801) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Houston, TX and has over 6 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fidelity Brokerage Services LLC||Houston, TX||Jun 2015 - Current||6|
|Full Time Student||College Station, TX||Jun 2014 - Jun 2015||1|
|Roanoke Recreation Center||Roanoke, TX||Dec 2008 - Jun 2014||5|
|Susie's Sweet Boutique||Roanoke, TX||Feb 2012 - Feb 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
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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