Dennis Call (CRD# 2345254) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 26 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Tigard, OR | Sep 2021 - Current | 2 |
| U.s. Bancorp Investments, Inc. | Portland, OR | Mar 2020 - Sep 2021 | 1 |
| Ameriprise Financial Services, Inc. | Portland, OR | Jul 2019 - Jan 2020 | < 1 |
| Geneos Wealth Mangement Inc. | Portland, OR | Mar 2018 - May 2019 | 1 |
| Tpg Financial Advisors | Portland, OR | Mar 2018 - May 2019 | 1 |
| Fidelity Brokerage Services, LLC | Tigard, OR | Sep 2006 - Feb 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- OR
- TX
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Total Assets Under Management818,776MILLIONS
-
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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