Britt
Stephens

Waddell & Reed

CRD#5715760
Investment Advisor
in San Diego, CA
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About this Advisor

Britt Stephens is a financial advisor who works in San Diego, California, with a total of 14 years in the industry. Stephens is an advisor for Waddell & Reed. Throughout their career, Stephens has worked at Perfection Carpet Cleaning, Applebees, Waddell & Reed Inc, Lumena Financial Strategies, Inc and Various Insurance Carriers For W&R Insurance Agencies. Stephens maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, Arkansas, Colorado, Washington, D.c., Idaho, Maine, Maryland, Minnesota, Missouri, Montana, Nevada, North Carolina, Rhode Island, Texas, Virginia, Wyoming, Washington, California and Kansas. Waddell & Reed is an advisory firm that has its headquarters in San Diego, California. The investment advisory business has offices in 357 locations and a total of 2,000 people on staff. It oversees $22 billion in assets under management between its 153,672 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 74 charities and foundations. Of its 153,672 client accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. Waddell & Reed performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which services are provided. Fees charged by Waddell & Reed likely include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

4679 Vista St
San Diego, CA 92116

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

CA Average: 44
Total Number of Accounts

169,956

CA Average: 4,091
Average Account Size

$124,780

CA 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

Britt Stephens Work History

Britt has 14 years of experience.

2018 - Present (1 years)

Various Insurance Carriers For W&R Insurance Agencies

2017 - Present (2 years)

Lumena Financial Strategies, Inc

2009 - Present (10 years)

Waddell & Reed Inc

2006 - 2009 (3 years)

Perfection Carpet Cleaning

2004 - 2009 (5 years)

Applebees

Disclosures

Britt Stephens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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