Waddell & Reed
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About this Advisor
Peter Fink is a certified financial planner based in Santa Monica, California, who has been in the advisory business for 44 years. Fink currently works for Waddell & Reed. Their career trajectory has included roles at Wells Fargo Advisors 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. Fink holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Arkansas, California, Colorado, District Of Columbia, Idaho, Kansas, Maine, Maryland, Minnesota, Missouri, Montana, Nevada, North Carolina, Rhode Island, South Carolina, Texas, Virginia, Washington, Wisconsin and Wyoming. Waddell & Reed is a firm that has its headquarters in Santa Monica, California. The investment advisory business has offices in 357 locations and a total of 1,700 financial advisors. It administers $21 billion in total assets between its 169,956 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 116 charitable organizations. Of its 169,956 client accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. Waddell & Reed has a broad assortment 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. Financial advisory fee schedules usually depend on which service is provided. Fees charged by Waddell & Reed most likely include asset-based and fixed 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 45 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
Survivors Trust Lefkowitz
Peter Fink has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Waddell & Reed