Benjamin LafleurCRD Number: 7086237
Current Firm: Fidelity Personal And Workplace Advisors
Benjamin Lafleur (CRD# 7086237) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Brokerage Services LLC||Merrimack, NH||Mar 2019 - Current||3|
|Ascent Talent Agency||Los Angeles, CA||Aug 2010 - Mar 2019||8|
|Benjamin Lafleur||Hudson, NH||Mar 2009 - Mar 2019||10|
|Sounds Good Corporation||Waltham, MA||Apr 2011 - Nov 2018||7|
|Connect Av||Melrose, MA||Feb 2010 - Apr 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2019|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
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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