Benjamin Sumner (CRD# 7121101) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 5 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2926249
Sachetta, LLC
CRD# 5264835
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Merrimack, NH | May 2019 - Current | 5 |
Unemployed | Dover, NH | Jan 2019 - May 2019 | < 1 |
Nomads Kitchen LLC | Durham, NH | May 2018 - Jan 2019 | < 1 |
Felicita LLC | Dover, NH | Sep 2017 - May 2018 | < 1 |
University Of New Hampshire | Durham, NH | Jun 2017 - Sep 2017 | < 1 |
Durham Book Exchange | Durham, NH | Jul 2016 - Jul 2017 | 1 |
University Of New Hampshire | Durham, NH | Aug 2016 - May 2017 | < 1 |
University Of New Hampshire | Durham, NH | Jan 2015 - May 2017 | 2 |
On The Vine Marketplace | Exeter, NH | May 2015 - Sep 2015 | < 1 |
Unemployed | Exeter, NH | Sep 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- NH
- 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
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