Brooke WhighamCRD Number: 7334892
Current Firm: Fidelity Personal And Workplace Advisors
Brooke Whigham (CRD# 7334892) 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
Td Ameritrade, Inc.
Charles Schwab & Company, Inc.
|Fidelity Investments||Westlake, TX||Sep 2021 - Current||< 1|
|Equitable Advisors||New York, NY||Feb 2021 - Jun 2021||< 1|
|Texas Tech University||Lubbock, TX||Aug 2016 - Dec 2020||4|
|Advalorem Tax||Kemah, TX||May 2019 - Aug 2019||< 1|
|Metabologix||Lubbock, TX||Sep 2018 - Dec 2018||< 1|
|Kemah Escape||Kemah, TX||May 2018 - Aug 2018||< 1|
|Bubba Gump Shrimp Company||Kemah, TX||Mar 2016 - Jun 2016||< 1|
|Clear Falls High School||League City, TX||Sep 2012 - Jun 2016||3|
|Unemployed||Kemah, TX||May 2012 - Sep 2012||< 1|
|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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