Christopher Emery, financial advisor Salt Lake City UT

Christopher Emery

CRD Number: 6732984
Current Firm: Fidelity Personal And Workplace Advisors

Christopher Emery (CRD# 6732984) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry. Christopher Emery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Investments Phoenix, AZ Dec 2020 - Current < 1
Charles Schwab & Company, Inc. Phoenix, AZ May 2020 - Dec 2020 < 1
Usaa Unvestment Management Companyy Phoenix, AZ Mar 2018 - May 2020 2
Usaa Financial Planning Services Phoenix, AZ Mar 2018 - May 2020 2
Usaa Financial Advisors Inc. Phoenix, AZ Mar 2018 - May 2020 2
Edward Jones St Louis, MO Dec 2016 - Jan 2018 1
Safari Club International Tucson, AZ Aug 2011 - Dec 2016 5
The University Of Arizona, Eller College Of Management Tucson, AZ Jun 2014 - Aug 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Christopher R. Emery
Phone Number: 617-563-7000
Registered State(s):
  • AZ
  • TX
  • UT
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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