![Christopher Koon, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
Christopher Koon (CRD# 7442542) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 2 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
![Leon Abbas, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1158688
Townsend Asset Management Corp.
![Scott Abee, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Durham, NC | Sep 2021 - Current | 2 |
Big Nc Tennis | Apex, NC | Mar 2021 - Sep 2021 | < 1 |
Rdu Tennis | Raleigh, NC | Sep 2019 - Mar 2021 | 1 |
Arthur Murray Dance Center | Cary, NC | Jan 2020 - Aug 2020 | < 1 |
Planet Fitness | Cary, NC | Apr 2019 - Aug 2020 | 1 |
Uber | Raleigh, NC | Jun 2018 - Apr 2019 | < 1 |
Tga | Cary, NC | Sep 2018 - Feb 2019 | < 1 |
Backyard Bistro | Raleigh, NC | May 2018 - Dec 2018 | < 1 |
Psav | Orlando, FL | Jan 2018 - May 2018 | < 1 |
Rhino Staging | Orlando, FL | Feb 2017 - May 2018 | 1 |
Ts Productions | Orlando, FL | Oct 2017 - Apr 2018 | < 1 |
Full Sail University Federal Work Study | Winter Park, FL | Mar 2016 - Aug 2017 | 1 |
Gnc | Charlotte, NC | Aug 2014 - Apr 2016 | 1 |
Backyard Bistro | Raleigh, NC | Aug 2015 - Nov 2015 | < 1 |
Pizza Hut | Wake Forest, NC | Jul 2015 - Nov 2015 | < 1 |
Jimmy Johns | Charlotte, NC | Jan 2015 - Jun 2015 | < 1 |
Ovations | Charlotte, NC | Mar 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2022 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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