Sam ElgoualCRD Number: 6946315
Current Firm: Fidelity Personal And Workplace Advisors
Sam Elgoual (CRD# 6946315) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Angeles, CA and has over 4 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Bluepoint Wealth Advisors
|Fidelity Brokerage Services LLC||Los Angeles, CA||Jun 2019 - Current||3|
|Wells Fargo Clearing Services LLC||Alhambra, CA||Apr 2018 - May 2019||1|
|Wells Fargo Bank Na||Alhambra, CA||Mar 2016 - May 2019||3|
|Student||Los Angeles, CA||Apr 2008 - Jun 2017||9|
|Amc Theaters||Montebello, CA||Sep 2014 - Mar 2016||1|
|Pizza Hut||San Diego, CA||Jun 2011 - Jun 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2018|
|S65||NASAA Investment Advisors 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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