Erica Alldredge
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oak Brook, IL 60523-8416
Credentials
Series 63, Series 65
Industry experience
15 years
Erica Alldredge is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads professionals in advancing their planning skills to significantly impact clients' financial goals and support their career development.
She holds a California Insurance License, which complements her leadership responsibilities. Additional details regarding her education, credentials, personal interests, or community involvement have not been provided.
Based on Fidelity
1415 W 22 Nd St, Oak Brook Reg Twr Stes 100 & 900
Oak Brook, IL 60523-8416
California · Illinois · Texas
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and workplace Advisors
2018 - Present (8 years)
FIDELITY
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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