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Cameron Fillion

Fidelity Personal AND Workplace Advisors

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About Cameron Fillion

Cameron Fillion is a registered representative with Fidelity Personal And Workplace Advisors. Cameron has been in the financial services industry since June 2023 and currently holds registrations in New Hampshire and Texas. Cameron holds the Series 66 license, which is a Uniform Combined State Law Examination for securities agents and investment adviser representatives. Cameron specializes in pension and profit-sharing plans, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals. Cameron has worked for Fidelity Investments since June 2024, previously worked for Fidelity Investments from June 2023 to August 2023, and held other previous roles at Rolac Development, Sports Zone, Bedford Basketball League and Whole Foods.

Firm Information

Cameron Fillion is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$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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Cameron Fillion’s Registration & Firm History

NH

12/03/2024 - Present

Fidelity Personal AND Workplace Advisors (BEDFORD NH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cameron Fillion.
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