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Ashton Avery Campbell

Fidelity Personal AND Workplace Advisors

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About Ashton Avery Campbell

Ashton Avery Campbell is a financial advisor with Fidelity Personal and Workplace Advisors. Ashton Campbell has been in the financial services industry since June 2021. Ashton Campbell is registered with the state of Florida as a registered investment advisor and is licensed to conduct business in 52 states and the District of Columbia. Ashton Campbell is also registered with FINRA as a registered representative and has passed the Series 7TO and SIE exams.

Firm Information

Ashton Campbell is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

4601 TOUCHTON RD EAST, BLDG 400

JACKSONVILLE, FL 32246

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashton Campbell’s Registration & Firm History

FL

08/02/2021 - Present

Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 6/24/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/3/2021

Series 7TO - General Securities Representative Examination

BC

Issued 5/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ashton Avery Campbell.
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