Narine Bhola (CRD# 5578910) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Katy, TX and has over 15 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 2700256
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments LLC | Katy, TX | May 2020 - Current | 3 |
| Td Ameritrade Inc. | Houston, TX | Mar 2018 - Apr 2020 | 2 |
| Scottrade | Houston, TX | Aug 2016 - Mar 2018 | 1 |
| Allstate | Bellaire, TX | Jan 2016 - Jul 2016 | < 1 |
| Everett Financial Dba Supreme Lending LLC | Kingwood, TX | Sep 2015 - Dec 2015 | < 1 |
| Unemployed | Houston, TX | Jun 2015 - Aug 2015 | < 1 |
| J.p. Morgan Securities LLC | Houston, TX | Oct 2012 - May 2015 | 2 |
| University Of Houston - Clear Lake | Clear Lake, TX | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- 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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