Chakira Tompkins (CRD# 7339513) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 3 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Convington, KY | Jan 2023 - Current | 1 |
Wells Fargo Clearing Services LLC | St. Louis, MO | Feb 2021 - Dec 2022 | 1 |
Us Tech Solutions | Jersey City, NJ | Feb 2021 - Jul 2021 | < 1 |
Original One Parts | St. Louis, MO | Oct 2020 - Feb 2021 | < 1 |
Southeast Missouri State Univiersity | Cape Girardeau, MO | Aug 2016 - Dec 2020 | 4 |
Keefe | St.louis, MO | Aug 2020 - Sep 2020 | < 1 |
Taco Bell | Cape Girardeau, MO | May 2019 - Jul 2020 | 1 |
Ameristar Casino | St. Charles, MO | Jun 2016 - Feb 2020 | 3 |
Applebee's | Cape Girardeau, MO | Nov 2018 - Feb 2019 | < 1 |
Sew Cute Summer Camp | Ferguson, MO | May 2016 - Jul 2017 | 1 |
Mccluer High School | Florissant, MO | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2021 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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