Douglas Alldredge

Advisor at Fidelity

Updated today
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Firm

Fidelity

Location

Ball Ground, GA

Credentials

Series 66

Industry experience

25 years

About

Douglas Alldredge is a Financial Consultant currently working at Fidelity Investments. He focuses on helping clients make informed financial decisions through a planning-based practice that aligns client goals, objectives, and preferences with appropriate Fidelity resources.

He has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before becoming a Financial Consultant in 2023. Prior to that, Douglas held roles at E*TRADE from 2000 to 2021, where he worked as a Financial Consultant, Manager, and Team Lead. His earlier experience includes positions as a Financial Consultant at American Express Financial Advisors and Fortis Investors.

Outside of his professional work, Douglas has interests in baseball, fitness, and tennis.

Client services

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

Expertise

Wealth management

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

fidelity Investments

2021 - Present (5 years)

E*Trade Capital Management Llc

2020 - 2021 (1 year)

E*Trade Securities Llc

2020 - 2021 (1 year)

E*Trade Capital Management Llc

2020 - 2020 (1 year)

E*Trade Clearing Llc

2010 - 2016 (6 years)

E*Trade Securities Llc

2000 - 2020 (20 years)

Disclosures

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

Business activities & affiliations

Luke M

CFP®

Cumming, GA

Origin Investment Advisory LLC

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)

Deyka C

Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Hispanic/Latino/Latinx

Cody W

CFP®, Series 63, Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General estate planning guidance

Zachary P

Series 66

Holly Springs, GA

Fidelity

Zack Price is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Zack aims to build strong relationships with clients founded on trust and reliability. He has been with Fidelity Investments since 2018, progressing through several positions including Investments Solutions Representative, Relationship Manager, and Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions, client relationship management, and financial planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Wealth management Passive / index investing

Spencer M

Series 63, Series 66

Canton, GA

Fidelity

Spencer Maycock is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. He specializes in retirement planning and investment strategies, working closely with clients to develop comprehensive and tailored financial plans that address all areas of personal finance. Spencer emphasizes understanding each client's unique situation and personal goals to provide personalized financial guidance. Outside of his professional role, Spencer has interests in baseball, fishing, military service, music, and running.

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management

Leslie B

Series 63, Series 66

Cumming, GA

Fidelity

Leslie Bell is a Planning Consultant at the Alpharetta Investor Center, where she collaborates with Financial Consultants and Vice Presidents of Financial Consulting (VPFCs) to support current and prospective clients. Her role focuses on partnering with clients through various life events to provide professional service and financial guidance tailored to their needs. Leslie joined Fidelity Investments in 2022 and has held several positions, including Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to Fidelity, she worked as a Customer Service Representative II at United Community Bank from 2019 to 2022. Outside of her professional responsibilities, Leslie engages in activities such as spending time with family, fitness, social events with friends, running, caring for pets, and volunteering.

General retirement planning
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