Nilay BarefieldCRD Number: 6759022
Current Firm: Fidelity Personal And Workplace Advisors
Nilay Barefield (CRD# 6759022) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 4 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Fidelity Investments||San Diego, CA||Feb 2017 - Current||4|
|Wells Fargo||Santee, CA||Mar 2016 - Feb 2017||< 1|
|Macys||San Diego, CA||May 2015 - Apr 2016||< 1|
|Sears||El Cajon, CA||Jul 2013 - May 2015||1|
|Cal Poly||Pomona, CA||Oct 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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