Liam Duggan, Cfp®
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Liam Duggan, Cfp® Email & Phone Number

Financial Consultant at Fidelity Investments
Location: Charlotte Metro, United States 11 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Investments
Role
Financial Consultant
Location
Charlotte Metro, United States
Company size
83148 employees

Who is Liam Duggan, Cfp®? Overview

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Quick answer

Liam Duggan, Cfp® is listed as Financial Consultant at Fidelity Investments, a with 83148 employees, based in Charlotte Metro, United States. AeroLeads shows a matched LinkedIn profile for Liam Duggan, Cfp®.

Liam Duggan, Cfp® previously worked as Investment Consultant at Fidelity Investments and Financial Consultant I at Fidelity Investments. Liam Duggan, Cfp® holds Bachelor Of Arts - Ba, Economics from University Of South Carolina.

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Email format at Fidelity Investments

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Fidelity Investments

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Profile bio

About Liam Duggan, Cfp®

University of South Carolina Alumnus.

Current workplace

Liam Duggan, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Financial Consultant
Charlotte, NC, US
Website
fidelity.com
Employees
83148
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Company profile
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11 roles

Liam Duggan, Cfp® work experience

A career timeline built from the work history available for this profile.

Asset Transfer Specialist

Vanguard

Valley Forge, Pa, Us

Feb 2020 - Apr 2021

Client Relationship Associate

Vanguard

Valley Forge, Pa, Us

Jun 2019 - Apr 2021

Finance Intern

Massbiologics

Boston, Ma, Us

Jun 2018 - Aug 2018
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

MH Mellissa Hanks Mellissa Hanks Colleague at Fidelity InvestmentsBosque Farms, New Mexico, United States View → GR Gnaneswar Reddy Gnaneswar Reddy Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → RR Rich Rosenthal Rich Rosenthal Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → MF Mathieu Foley Mathieu Foley Colleague at Fidelity InvestmentsSouth Jordan, Utah, United States View → EL Eric Lopez Eric Lopez Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → JB Jeff Benson Jeff Benson Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States View → FJ Fred Jones Fred Jones Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States View → AK Andrew Kenkel Andrew Kenkel Colleague at Fidelity InvestmentsGreater Tampa Bay Area, United States View → JH Justin Howard Justin Howard Colleague at Fidelity InvestmentsDallas, Texas, United States View → GF Geovanny Filpo Geovanny Filpo Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States View →
2 education records

Liam Duggan, Cfp® education

Bachelor Of Arts - Ba, Economics

University Of South Carolina

Education record

Catholic Memorial School
FAQ

Frequently asked questions about Liam Duggan, Cfp®

Quick answers generated from the profile data available on this page.

What company does Liam Duggan, Cfp® work for?

Liam Duggan, Cfp® works for Fidelity Investments.

What is Liam Duggan, Cfp®'s role at Fidelity Investments?

Liam Duggan, Cfp® is listed as Financial Consultant at Fidelity Investments.

Where is Liam Duggan, Cfp® based?

Liam Duggan, Cfp® is based in Charlotte Metro, United States while working with Fidelity Investments.

What companies has Liam Duggan, Cfp® worked for?

Liam Duggan, Cfp® has worked for Fidelity Investments, Vanguard, Massbiologics, Ymca Of Greater Boston, and Congress Wealth Management, Llc.

Who are Liam Duggan, Cfp®'s colleagues at Fidelity Investments?

Liam Duggan, Cfp®'s colleagues at Fidelity Investments include Mellissa Hanks, Gnaneswar Reddy, Rich Rosenthal, Mathieu Foley, and Eric Lopez.

How can I contact Liam Duggan, Cfp®?

You can use AeroLeads to view verified contact signals for Liam Duggan, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Liam Duggan, Cfp® attend?

Liam Duggan, Cfp® holds Bachelor Of Arts - Ba, Economics from University Of South Carolina.

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