Waddell & Reed

Investment Advisor
in Torrance, CA
Are you Peter Fink? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Certified Financial Planner

Years of Experience

43 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



Office Location

3625 Del Amo Blvd. Suite 360
Torrance, CA 90503

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Waddell & Reed Brokerage Details

Total Assets Under Management


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


CA Average: 44
Total Number of Accounts


CA Average: 4,091
Average Account Size


CA Average: $548,316

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2018 - Present (1 year)

Lumena Financial Strategies, Inc

2012 - Present (7 years)

Waddell & Reed, Inc

2012 - Present (7 years)

Various Insurance Carriers For W&R Insurance Agencies

2005 - Present (14 years)

Skluth Trust

1990 - Present (29 years)

Peter B Fink

1975 - Present (44 years)


2009 - 2012 (3 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

2008 - 2014 (6 years)

Survivors Trust Lefkowitz


Peter Fink has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started