Cade Mower, financial advisor White House TN

Cade Mower

CRD Number: 7152563
Current Firm: Fidelity Personal And Workplace Advisors

Cade Mower (CRD# 7152563) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in White House, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Austin, TX May 2020 - Current 3
Thrivent Financial Appleton, WI Dec 2019 - May 2020 < 1
Thrivent Investment Management Inc. Cedar Park, TX Oct 2019 - May 2020 < 1
Thrivent Financial Appleton, WI Oct 2019 - Dec 2019 < 1
Self-employed Cottonwood Shores, TX Oct 2011 - Dec 2019 8
Rooftek Midvale, UT Apr 2019 - Aug 2019 < 1
Keyedin Solutions South Jordan, UT Oct 2018 - Mar 2019 < 1
Main Street Hub Austin, TX Mar 2018 - Oct 2018 < 1
Utah State University Logan, UT Jul 2009 - May 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2019
S66 NASAA Uniform Combined State Law Examination Sep 2020
Contact Info for Cade Mower
Phone Number: 617-563-7000
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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