Raylee Chandler, financial advisor Plano TX

Raylee Chandler

CRD Number: 6612962
Current Firm: Fidelity Personal And Workplace Advisors

Raylee Chandler (CRD# 6612962) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plano, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Westlake, TX Feb 2016 - Current 5
Goosehead Insurance Irving, TX Aug 2015 - Dec 2015 < 1
Ruby Tequila's Mexican Kitchen Lubbock, TX Mar 2013 - Jul 2015 2
Chili's Bar & Grill Lubbock, TX May 2010 - Feb 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Raylee M. Chandler
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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