Mansfield, TX Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

3

Of 17,005 advisors across 1,872 offices

Location

Mansfield TX

Advisors at this office

3

Advisors at this office

Janine C

Series 66

Mansfield, TX

Fidelity

Janine Collins currently serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she focuses on helping clients utilize Fidelity's tools and resources to build financial plans aligned with their goals. Janine has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant and Benefits Relationship Manager. Prior to joining Fidelity, she worked as a Review Associate at Fisher Investments from 2019 to 2021.

Retirement income strategy Income planning General retirement planning Executive
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Eugene L

Series 63, Series 66

Mansfield, TX

Fidelity

Eugene Loh is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2011, including roles with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a partner in TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Christine C

Series 63, Series 66

Mansfield, TX

Fidelity

Christine Carrillo is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations. Carrillo has been associated with Fidelity Investments since 2008 and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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