Waddell & Reed
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About this Advisor
Peter Fink is a certified financial planner in Torrance, California. Currently an investment advisor at Waddell & Reed, they have accrued an impressive 43 years of practice in the financial advisory industry. Fink maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Fink can operate in Alabama, Arkansas, California, Colorado, Idaho, Kansas, Maine, Maryland, Minnesota, Missouri, Nevada, North Carolina, Rhode Island, Texas, Virginia, Washington, Wyoming, Montana, Washington and D.C.. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wachovia Securities, LLC, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Ayso, Peter B Fink, Skluth Trust, Survivors Trust Lefkowitz and Lumena Financial Strategies, Inc. Waddell & Reed is headquartered in Torrance, California, and operates out of 357 additional offices across the country. Overall, Waddell & Reed manages $22 billion in assets throughout 153,672 client accounts and employs more than 2,000 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 4,082 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Waddell & Reed can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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Waddell & Reed Brokerage Details
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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
Peter Fink Work History
Peter has 43 years of experience.
Lumena Financial Strategies, Inc
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Peter B Fink
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Survivors Trust Lefkowitz
Peter Fink has no disclosures.
Please visit their SEC profile for more details.