Lauren Gershon, financial advisor Walnut Creek CA

Lauren Gershon

CRD 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.

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Wealth & Tax Planners
Company Name Location Dates Years
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
Contact Info for Lauren J. Gershon
Phone Number: 617-563-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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