Robert DoyalCRD Number: 7066562
Current Firm: Fidelity Personal And Workplace Advisors
Robert Doyal (CRD# 7066562) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Astoria Strategic Wealth, Inc.
Charles Schwab & Company, Inc.
|Fidelity Investments||Westlake, TX||Jul 2021 - Current||1|
|Wells Fargo Clearing Services, LLC||North Richland Hills, TX||Jan 2019 - Jul 2021||2|
|Wells Fargo Bank, Na||North Richland Hills, TX||May 2015 - Jul 2021||6|
|University Of Texas At Arlington||Arlington, TX||Dec 2014 - May 2015||< 1|
|Walmart||N Richland Hills, TX||Sep 2006 - Dec 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2019|
|S65||NASAA Investment Advisors Law Examination||Jun 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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