Kristen Adams (CRD# 7276726) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 3 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wellesley College - Office Of International Studies | Wellesley, MA | Sep 2019 - May 2020 | < 1 |
N/a | Boston, MA | Jan 2010 - May 2020 | 10 |
Wellesley College - Africana Studies Department | Wellesley, MA | Jan 2017 - Mar 2020 | 3 |
Mccall & Almy | Boston, MA | Jul 2019 - Aug 2019 | < 1 |
Center For Cross Cultural Learning | Rabat, | Jun 2018 - Aug 2018 | < 1 |
Castanea Partners | Newton, MA | Jul 2017 - Apr 2018 | < 1 |
B.good LLC | Wellesley, MA | Jan 2017 - May 2017 | < 1 |
Boston Public Health Commission | Boston, MA | Jul 2016 - Aug 2016 | < 1 |
National Association For The Advancement Of Colored People | Boston, MA | Jul 2015 - Aug 2015 | < 1 |
Veterans Services Department Of City Hall | Boston, MA | Jul 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- CA
- 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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