Peyton PowellCRD Number: 7401495
Current Firm: Fidelity Personal And Workplace Advisors
Peyton Powell (CRD# 7401495) 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||Jun 2021 - Current||< 1|
|Doordash||College Station, TX||Jun 2019 - May 2021||1|
|Texas A&m University||College Station, TX||Aug 2017 - May 2021||3|
|State Farm Insurance||Katy, TX||May 2020 - Aug 2020||< 1|
|Outback Steakhouse||Katy, TX||May 2018 - Aug 2018||< 1|
|Amc Theaters||Katy, TX||Jan 2017 - Aug 2017||< 1|
|Obra D. Tompkins High School||Katy, TX||Aug 2013 - Jun 2017||3|
|Seven Lakes Junior High School||Katy, TX||Aug 2012 - Aug 2013||1|
|Woodcreek Junior High School||Katy, TX||Jun 2011 - Aug 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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