Kairo Calabretta (CRD# 7366082) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lynchburg, VA and has over 2 years of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Charlotte, NC | Nov 2021 - Current | 2 |
The Vanguard Group, Inc. | Charlotte, NC | Aug 2021 - Nov 2021 | < 1 |
The Vanguard Group, Inc. | Malvern, PA | Apr 2021 - Aug 2021 | < 1 |
Unemployed | Lynchburg, VA | Jan 2021 - Apr 2021 | < 1 |
Pacific Life | Lynchburg, VA | Jul 2019 - Dec 2020 | 1 |
Liberty University | Lynchburg, VA | Apr 2018 - Jun 2019 | 1 |
Liberty University | Lynchburg, VA | Aug 2015 - Jun 2019 | 3 |
J. Crew | Lynchburg, VA | Oct 2017 - Mar 2018 | < 1 |
Langley Properties | Lynchburg, VA | Jul 2017 - Aug 2017 | < 1 |
Sdg LLC | Lynchburg, VA | Jun 2017 - Jul 2017 | < 1 |
Chick Fil A | Lynchburg, VA | Mar 2017 - Jun 2017 | < 1 |
Semplice Catering | Bridgeport, PA | May 2016 - Aug 2016 | < 1 |
Oakley Vault | Pottstown, PA | May 2015 - Aug 2015 | < 1 |
Aleithia Learning Community High School | Spring City, PA | Sep 2011 - May 2015 | 3 |
Semplice Catering | Bridgeport, PA | Dec 2014 - Dec 2014 | < 1 |
Tilly's | Collegeville, PA | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
S63 | Uniform Securities State Law Examination | Jul 2021 |
- TX
- VA
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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
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