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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
The Institute of Management Accountants 1 year, 3 months Sep 2018 - Present
San Antonio Human Resources Management Association 8 months May 2016 - Jan 2017
San Antonio Human Resources Management Association 8 months May 2016 - Jan 2017
San Antonio Human Resources Management Association 9 months Apr 2016 - Jan 2017
San Antonio Human Resources Management Association 9 months Apr 2016 - Jan 2017
BNI 1 year Apr 2015 - Apr 2016
Waddell & Reed, Inc 7 years, 5 months Jul 2012 - Present
Various Insurance Carriers for W&R Insurance Agencies 7 years, 5 months Jul 2012 - Present
Various Insurance Carriers for W&R Insurance Agencies 7 years, 5 months Jul 2012 - Present
AARP 2 years, 2 months Feb 2012 - Apr 2014
Rental Property 8 years, 8 months Apr 2011 - Present
First Command Financial Planning, Inc. 3 years, 6 months Jan 2009 - Jul 2012
First Command Financial Services, Inc. 3 years, 6 months Jan 2009 - Jul 2012
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Yuhui Chang?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 20, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 20, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Waddell & Reed

Last updated on Dec. 11, 2019
    • $21.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 170K
      Accounts
    • $124.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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