Anna SmitheeCRD Number: 7371998
Current Firm: Fidelity Personal And Workplace Advisors
Anna Smithee (CRD# 7371998) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Investments||Salt Lake City, UT||Apr 2021 - Current||1|
|Starbucks||Cottonwood Heights, UT||Jul 2020 - Apr 2021||< 1|
|Starbucks||Blacksburg, VA||Jun 2019 - Jul 2020||1|
|Homemaker||Blacksburg, VA||Jul 2017 - Jun 2019||1|
|Allied Electric Sign & Awning||Springville, UT||May 2011 - Jul 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2021|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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