Grand Prairie, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$561,384,950,404
ClientsTotal clients
2,390,975
AdvisorsAdvisors at this office
2
Of 17,005 advisors across 1,872 offices
Location
Grand Prairie TX
Advisors at this office
2
Advisors at this office
Elizabeth L
Series 66, Series 63
Grand Prairie, TX
Fidelity
Elizabeth Le is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2022, progressing through roles as a Retirement Specialist and Workplace Planning & Advice Consultant before assuming her current position in 2026. In her role, Elizabeth focuses on ensuring that planning needs are met with high standards by identifying unique goals, addressing inefficiencies, and working toward successfully meeting objectives. Her experience spans benefits planning and retirement consulting within the investment services sector. Outside of her professional work, Elizabeth has interests in art, hiking, museums, outdoor adventures, and yoga.
Joshua M
Series 66
Grand Prairie, TX
Fidelity
Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.
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