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Julia S Rourke

Fidelity Personal AND Workplace Advisors

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About Julia S Rourke

Julia S Rourke is a registered representative with Fidelity Personal And Workplace Advisors. Julia Rourke is licensed to provide financial advice in New Hampshire and Texas. Julia has been working in the financial industry for 5 years. Julia earned the Uniform Combined State Law Examination credential in January 2025. Julia has a broad experience in the financial industry and has worked in many different roles such as Bedford Village Inn, Pinkerton Academy, and Fidelity Investments. Julia S Rourke is associated with Fidelity Personal And Workplace Advisors, which has over $1 billion to $10 billion in assets under management and provides financial planning services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Julia Rourke 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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Julia Rourke’s Registration & Firm History

NH

01/07/2025 - Present

Fidelity Personal AND Workplace Advisors (MANCHESTER NH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julia S Rourke.
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