Peter
Fink

Waddell & Reed

CRD#207826
Investment Advisor
in Torrance, CA
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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

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

Disclosures

No

Office Location

3625 Del Amo Blvd. Suite 360
Torrance, CA 90503

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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

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)

Ayso

2009 - 2012 (3 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

2008 - 2014 (6 years)

Survivors Trust Lefkowitz

Disclosures

Peter Fink has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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