Benjamin AlfordCRD Number: 7401507
Current Firm: Fidelity Personal And Workplace Advisors
Benjamin Alford (CRD# 7401507) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Astoria Strategic Wealth, Inc.
Td Ameritrade, Inc.
|Fidelity Investments||Dallas, TX||Jun 2021 - Current||< 1|
|University Of South Carolina||Columbia, SC||Aug 2017 - May 2021||3|
|Home Team Bbq||Columbia, SC||May 2019 - Aug 2019||< 1|
|Tsunami Japanese Restaurant||Columbia, SC||May 2017 - Aug 2017||< 1|
|High School||Columbia, SC||Aug 2013 - May 2017||3|
|Middle School||Columbia, SC||Jan 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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