Holland Doshier (CRD# 7648003) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | Oct 2022 - Current | 1 |
Wachusett Mountain Race Team | Princeton, MA | Nov 2021 - Oct 2022 | < 1 |
Logrocket Inc. | Boston, MA | Feb 2022 - Jul 2022 | < 1 |
Minglewood Homes | Chatham, MA | Sep 2021 - Feb 2022 | < 1 |
Bronkens Distributing | Bozeman, MT | Sep 2020 - Sep 2021 | 1 |
The Rocking R Bar | Bozeman, MT | Jun 2019 - Nov 2020 | 1 |
Montana State University | Bozeman, MT | Sep 2015 - Dec 2019 | 4 |
Mixers Saloon | Bozeman, MT | Aug 2017 - Jun 2019 | 1 |
Superior Farms | Sacramento, CA | May 2018 - Sep 2018 | < 1 |
Mattress Firm | Bozeman, MT | Jan 2017 - Feb 2018 | 1 |
Home Depot | Bozeman, MT | Sep 2017 - Dec 2017 | < 1 |
Castagno Outfitters | Moran, WY | May 2017 - Aug 2017 | < 1 |
Jackson Hole Rodeo | Jackson, WY | May 2017 - Aug 2017 | < 1 |
Cross W Livestock LLC | Ekalaka, MT | May 2016 - Sep 2016 | < 1 |
Minglewood Homes | Chatham, MA | May 2015 - Aug 2015 | < 1 |
Folsom Lake College | Placerville, CA | Sep 2014 - May 2015 | < 1 |
All Star Gymnastics | Diamond Springs, CA | Sep 2014 - Apr 2015 | < 1 |
Pleasant Bay Village Resort | Chatham, MA | Jun 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2023 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MA
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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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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