Letalanoamanu StoreyCRD Number: 7401536
Current Firm: Fidelity Personal And Workplace Advisors
Letalanoamanu Storey (CRD# 7401536) 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||American Fork, UT||Jun 2021 - Current||< 1|
|Zions Bank||Salt Lake City, UT||Mar 2019 - Jun 2021||2|
|Zions Bank||Provo, UT||Oct 2017 - Mar 2019||1|
|Brent Brown Toyota||Orem, UT||Sep 2015 - Aug 2017||1|
|Brent Brown Toyota||Provo, UT||May 2015 - Sep 2015||< 1|
|Brent Brown Toyota||Orem, UT||Feb 2014 - May 2015||1|
|Hogi Yogi Teriyaki Stix||Springville, UT||Sep 2013 - Feb 2014||< 1|
|Homemaking||Springville, UT||Jul 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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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