Coulson Rich (CRD# 7361960) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 2 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | Mar 2021 - Current | 2 |
| Huntsman Cancer Research Hospital Grossman Lab | Salt Lake City, UT | Jun 2018 - Current | 5 |
| Purgatory Bar | Salt Lake City, UT | Oct 2018 - Dec 2018 | < 1 |
| Dick N Dixies Bar | Salt Lake City, UT | Aug 2017 - Oct 2018 | 1 |
| Huntsman Cancer Hospital Holmen Lab | Salt Lake City, UT | Sep 2017 - May 2018 | < 1 |
| Utah Alliance For Children | Salt Lake City, UT | Jun 2017 - Aug 2017 | < 1 |
| University Of Utah | Salt Lake City, UT | Jun 2016 - Jun 2017 | 1 |
| Dean Li Lab In U Of U Department Of Molecular Medicine | Salt Lake City, UT | May 2016 - Sep 2016 | < 1 |
| Estes Pizza | Salt Lake City, UT | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
- UT
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- 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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