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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
Women In Blue Executive Cabinet 11 months, 2 weeks Jan 2019 - Present
Lumena Financial Strategies, Inc (Dba) 2 years, 9 months Mar 2017 - Present
Act Today ( Autism Care & Treatment 3 years Dec 2016 - Present
Ruch-Fleming Partnerhship 4 years, 8 months Jan 2014 - Sep 2018
Vista Pacifica Hoa 3 years, 6 months Aug 2010 - Feb 2014
Del Amo Rotary Club 3 years, 7 months Jul 2010 - Feb 2014
St Peters By The Sea Presbyterian Church 4 years, 3 months Nov 2009 - Feb 2014
Various Insurance Carriers for W&R Insurance Agencies 30 years, 3 months Sep 1989 - Present
Various Insurance Carriers for W&R Insurance Agencies 30 years, 3 months Sep 1989 - Present
Waddell & Reed, Inc. 30 years, 6 months Jun 1989 - Present
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Patricia Alison Fleming?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 6, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 6, 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 Oct. 7, 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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