Arielle Torbeck (CRD# 6680659) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 7 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Cincinnati, OH | Jun 2016 - Current | 7 |
| Luna Blu | Oxford, OH | Sep 2015 - Jun 2016 | < 1 |
| Nordstrom | Cincinnati, OH | Dec 2012 - Jan 2016 | 3 |
| Hairmosa | Shenzhen, | May 2015 - Jul 2015 | < 1 |
| Miami Preserve | Oxford, OH | Sep 2014 - Feb 2015 | < 1 |
| National Business Aviation Association | Washington D.c., DC | Jun 2014 - Jul 2014 | < 1 |
| Planes Moving & Storage | Cincinnati, OH | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- KY
- OH
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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