Letalanoamanu Storey, financial advisor Salt Lake City UT

Letalanoamanu Storey

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Letalanoamanu D. Storey
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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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