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Skylar Fain

Advisor at Fidelity

Updated today

Location

Red Oak, VA

Credentials

Series 63, Series 66

Industry experience

8 years

About

Skylar Fain is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Fidelity Investments in 2025, Skylar worked at Fidelity Brokerage Services LLC starting in 2017 and held positions at Uber and Citigroup. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of client types, including charitable funds and registered investment companies, and incorporates systematic methodologies and advanced technologies in its offerings.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

Red Oak, VA

Most active in

North Carolina · Texas · Virginia

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Brokerage Services LLC

2017 - Present (9 years)

Uber

2017 - 2017 (1 year)

Unemployed

2016 - 2017 (1 year)

Citigroup

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kristine B

CFP®, Series 63, Series 66

Clarksville, VA

Boelte O'Hara Wealth Management

Kristine Boelte is a CFP® with 23 years of industry experience. She is the principal of Boelte O'Hara Wealth Management, an independent advisory firm, and has previously worked with Purshe Kaplan Sterling Investments and Summit Brokerage Services. Outside of advisory services, she provides clients with fixed insurance advice as an insurance agent. Boelte O'Hara Wealth Management offers fee-based investment advisory and financial planning services to individuals, families, and high-net-worth clients. The firm manages approximately $16.8 million across 144 client relationships, providing customized portfolio management, financial planning, and qualified plan consulting using both fundamental and technical analysis.

General retirement planning
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Michelle F

Series 66

South Boston, VA

Verus Capital Partners, LLC

Michelle Fulcher is a financial advisor at Verus Capital Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Avantax Insurance Agency. Outside of her advisory role, she has ongoing involvement with Black Walnut Baptist Church in Alton, VA. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, employing a combination of fundamental and technical analysis alongside strategic asset allocation tailored to client objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Charles R

Series 66

Clarksville, VA

Cambridge Investment Research Advisors

Charles Russell IV is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Colorado Financial Service Corporation and James River Advisory, Inc. Outside of his advisory work, he is involved as an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and individualized allocations.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Nancy L

Series 66

South Boston, VA

Edward Jones

Nancy Long is a financial advisor with Edward Jones in South Boston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jenel L

Series 66

Chase City, VA

Edward Jones

Jenel Lynch is a Series 66-licensed financial advisor with Edward Jones, based in Chase City, VA. She has three years of industry experience, all with Edward Jones. Edward Jones serves more than four million individual and institutional clients with a full range of wealth management services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Exec comp design Startup equity planning General retirement planning Retirement income strategy Founder/Business Owner

Cameron S

Series 66

South Boston, VA

Edward Jones

Cameron Starke is a Series 66 licensed financial advisor with Edward Jones in South Boston, VA, and has 8 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Lenovo and CTG. Outside of his advisory role, he is a silent partner in a restaurant located in Halifax, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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