Michelle PhradichithCRD Number: 6986662
Current Firm: Fidelity Personal And Workplace Advisors
Michelle Phradichith (CRD# 6986662) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Francisco, CA and has over 4 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Fidelity Brokerage Services LLC||Burbank, CA||May 2018 - Current||4|
|Veritude||Burbank, CA||Mar 2018 - May 2018||< 1|
|Real Software Systems||Woodland Hills, CA||Aug 2015 - Feb 2018||2|
|Byron-bethany Irrigation District||Byron, CA||Mar 2015 - Jul 2015||< 1|
|Sears||Antioch, CA||Apr 2014 - Mar 2015||< 1|
|Student||Pittsburg, CA||Jan 2013 - Mar 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2018|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
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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