Lauren GershonCRD Number: 6831751
Current Firm: Fidelity Personal And Workplace Advisors
Lauren Gershon (CRD# 6831751) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Walnut Creek, CA and has 1 year of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Fidelity Brokerage Services LLC||Walnut Creek, CA||Sep 2019 - Current||1|
|Ave By Korman Communities||Walnut Creek, CA||Jul 2019 - Sep 2019||< 1|
|Td Ameritrade||Walnut Creek, CA||Jul 2017 - Jul 2019||2|
|Bloomingdale's||San Francisco, CA||Jun 2017 - Jul 2017||< 1|
|Td Bank||Chatham, NJ||Jul 2015 - Apr 2017||1|
|Macy's||Short Hills, NJ||Nov 2014 - Jul 2015||< 1|
|Unemployment||Union, NJ||Jun 2014 - Nov 2014||< 1|
|Bb&t||Washington, DC||Mar 2013 - Jun 2014||1|
|Unemployment||Falls Church, VA||Jan 2013 - Mar 2013||< 1|
|Enterprise Rent-a-car||Springfield, VA||Jun 2010 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management453,297MILLIONS
Total Number of Accounts1,038,219ACCOUNTS
Average Account Value$436,610
- 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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