Bedford, TX Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

4

Of 17,005 advisors across 1,872 offices

Location

Bedford TX

Advisors at this office

4

Advisors at this office

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Tim R

Series 63, Series 66

Bedford, TX

Fidelity

Tim Ryon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. 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 serves a diverse client base and engages in advisory roles for registered investment companies, with a noted use of systematic methodologies and oversight to address conflicts of interest.

Charitable giving & philanthropy Active portfolio management
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Toby P

Series 66

Bedford, TX

Fidelity

Toby Pickett is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has been with Fidelity since 2001. Outside of his advisory role, he also works as a package sorter for Amazon in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Benjamin C

Series 66

Bedford, TX

Fidelity

Benjamin Chambers is a financial advisor at Fidelity with 9 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015. Outside of his advisory role, he serves as an independent contractor overseeing front of house production for a local church in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Charitable giving & philanthropy Active portfolio management

Brock B

Series 66

Bedford, TX

Fidelity

Brock Burkett is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize their relationship with Fidelity by leveraging available tools and resources to support their financial objectives. Prior to this position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2024. Brock's experience includes working as a Wealth Management Client Associate at Merrill Lynch from 2019 to 2022. Throughout his career, he has been involved in benefits and planning services aimed at assisting clients in achieving their financial goals. Outside of his professional work, Brock enjoys activities such as board games, cooking and baking, family activities, exploring food, and reading.

Retirement income strategy Income planning General retirement planning
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