Veronica Russell, financial advisor Greenwood Village CO

Veronica Russell

CRD Number: 6124742
Current Firm: Fidelity Personal And Workplace Advisors

Veronica Russell (CRD# 6124742) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 5
Fidelity Brokerage Services Westlake, TX Sep 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Veronica E. Russell
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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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