Liam Duggan, Cfp®

Liam Duggan, Cfp® Email and Phone Number

Investment Consultant @ Fidelity Investments
Charlotte, NC, US
Liam Duggan, Cfp®'s Location
Charlotte Metro, United States, United States
About Liam Duggan, Cfp®

University of South Carolina Alumnus.

Liam Duggan, Cfp®'s Current Company Details
Fidelity Investments

Fidelity Investments

View
Investment Consultant
Charlotte, NC, US
Website:
fidelity.com
Employees:
83148
Company email:
Johrenk7@gmail.com
Liam Duggan, Cfp® Work Experience Details
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments
    Charlotte, Nc, Us
    View
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Apr 2024 - Present
    Boston, Ma, Us
    View
  • Fidelity Investments
    Financial Consultant I
    Fidelity Investments Jun 2023 - Apr 2024
    Boston, Ma, Us
    View
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Jun 2022 - Jun 2023
    Boston, Ma, Us
    View
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments Apr 2021 - Jun 2022
    Boston, Ma, Us
    View
  • Vanguard
    Asset Transfer Specialist
    Vanguard Feb 2020 - Apr 2021
    Valley Forge, Pa, Us
    View
  • Vanguard
    Client Relationship Associate
    Vanguard Jun 2019 - Apr 2021
    Valley Forge, Pa, Us
    View
  • Massbiologics
    Finance Intern
    Massbiologics Jun 2018 - Aug 2018
    Boston, Ma, Us
    View
  • Ymca Of Greater Boston
    Lifeguard And Swim Instructor
    Ymca Of Greater Boston Dec 2012 - Aug 2018
    Boston, Ma, Us
    View
  • Congress Wealth Management, Llc
    Summer Intern
    Congress Wealth Management, Llc May 2015 - Aug 2015
    Boston, Massachusetts, Us
    View

Liam Duggan, Cfp® Education Details

  • University Of South Carolina
    University Of South Carolina
    Economics
  • Catholic Memorial School
    Catholic Memorial School

Frequently Asked Questions about Liam Duggan, Cfp®

What company does Liam Duggan, Cfp® work for?

Liam Duggan, Cfp® works for Fidelity Investments

What is Liam Duggan, Cfp®'s role at the current company?

Liam Duggan, Cfp®'s current role is Investment Consultant.

What schools did Liam Duggan, Cfp® attend?

Liam Duggan, Cfp® attended University Of South Carolina, Catholic Memorial School.

Who are Liam Duggan, Cfp®'s colleagues?

Liam Duggan, Cfp®'s colleagues are Gavin Zerbe, Austin Wick, Mba, Cfp®, Nestor Vargas, Chris Farley, Daria Shkut, Cfa, Onyinye Nwokorie, Katelyn Breen.

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