Grant VlahosCRD Number: 6677617
Current Firm: Fidelity Personal And Workplace Advisors
Grant Vlahos (CRD# 6677617) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 4 years of experience in the finance industry.
Hedgefield Wealth Management
Td Ameritrade, Inc.
Td Ameritrade, Inc.
|Fidelity Brokerage Services LLC||Irving, TX||Jun 2016 - Current||5|
|Baylor University||Waco, TX||Aug 2012 - May 2016||3|
|Fidelity Investments||Irving, TX||May 2015 - Aug 2015||< 1|
|Coppell High School||Coppell, TX||Aug 2008 - Jul 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2016|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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