Mark
Browning

Waddell & Reed

CRD#4366332
Investment Advisor
in Sierra Vista, AZ

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About this Advisor

Mark Browning is a financial advisor who works out of Sierra Vista, Arizona, with a total of 24 years of experience as a financial advisor. Browning currently works for Waddell & Reed. Their career trajectory has included roles at Life In Christ Church, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Grbs, LLC, Mark C Browning, Cpa, Pllc, Mark C Browning, Cpa, Browning & Scott LLC, B-5 Investments, LLC, Browning Scott Holdings, LLC and Mark Browning. Browning holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in District Of Columbia, Indiana, Kentucky, Missouri, New Mexico, South Carolina, Texas, Virginia and Washington. Waddell & Reed is an advisory firm headquartered in Sierra Vista, Arizona. It has offices in 357 locations and a total of 1,700 advisors. It oversees $27 billion in assets under management among its 180,314 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 130 charitable organizations. Of its 180,314 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on the type of services provided. However, fees charged by Waddell & Reed likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

5000 E. Mediterranean Drive Suite B-2
Sierra Vista, AZ 85635

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Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

AZ Average: $2,243,162,756
Total Number of Employees

1,700

AZ Average: 44
Total Number of Accounts

180,314

AZ Average: 4,091
Average Account Size

$149,446

AZ Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Mark Browning Work History

Mark has 24 years of experience.

2011 - Present (10 years)

Mark C Browning, Cpa, Pllc

2011 - Present (10 years)

Mark Browning

2008 - Present (13 years)

Browning & Scott LLC

2008 - Present (13 years)

B-5 Investments, LLC

2001 - Present (20 years)

Waddell & Reed, Inc

2001 - Present (20 years)

Various Insurance Carriers For W & R Insurance Agencies

1996 - Present (25 years)

Life In Christ Church

2011 - 2012 (1 year)

Browning Scott Holdings, LLC

2007 - 2014 (7 years)

Mark Browning

2004 - 2013 (9 years)

Grbs, LLC

1999 - 2010 (11 years)

Mark C Browning, Cpa

Disclosures

Mark Browning has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Michael Coco
Hamden, CT
Jennifer Williamson
Newtown, PA
Brian Cunningham
Mission, KS
Nolan Rathe
Lincoln, NE
Christian Ortez
Lafayette, CA
Lance Minnichsoffer
Minneapolis, MN
Christopher Brostrom
Lincoln, NE
Christopher Dulovich
Pittsburgh, PA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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