Michael CarrollCRD Number: 7046379
Current Firm: Fidelity Personal And Workplace Advisors
Michael Carroll (CRD# 7046379) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Warrington, PA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Fidelity Brokerage Services||Warrington, PA||Nov 2018 - Current||4|
|Defense Logistics Agency||Philadelphia, PA||Dec 2014 - Nov 2018||3|
|School||Philadelphia, PA||Nov 2008 - May 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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