John Biller (CRD# 7774564) 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 | Jun 2023 - Current | < 1 |
Ocean State Pickleball LLC | Wakefield, RI | Jan 2023 - Jul 2023 | < 1 |
University Of Rhode Island | Kingston, RI | Sep 2021 - May 2023 | 1 |
City Of Providence | Providence, RI | Apr 2022 - Dec 2022 | < 1 |
Esquisite Events | Narragansett, RI | May 2021 - Sep 2021 | < 1 |
Newport Renewables | Providence, RI | May 2021 - Aug 2021 | < 1 |
Trinity College | Hartford, RI | Aug 2019 - May 2021 | 1 |
Tony's Pizza | Wakefield, RI | May 2020 - Jan 2021 | < 1 |
Universidad De Latina | San Juan, | Aug 2018 - Nov 2019 | 1 |
Propark America | Narragansett, RI | Jun 2019 - Aug 2019 | < 1 |
Salisbury School | Salisbury, CT | Sep 2018 - May 2019 | < 1 |
Colvittos | Wakefield, RI | Aug 2018 - Sep 2018 | < 1 |
Jims Dock | Wakefield, RI | Jun 2018 - Jul 2018 | < 1 |
South Kingstown Public School | Wakefield, RI | Sep 2013 - May 2018 | 4 |
Jims Dock | Narragansett, RI | Jun 2017 - Aug 2017 | < 1 |
Belmont | Wakefield, RI | Jun 2016 - Aug 2016 | < 1 |
Dunes Club | Narragansett, RI | Jun 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- 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
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