David
Ansbro

Waddell & Reed

CRD#4487264
Investment Advisor
in Raleigh, NC
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About this Advisor

David Ansbro is a certified financial planner located in Raleigh, North Carolina. Currently an advisor at Waddell & Reed, they have accumulated 17 years of practice as an investment advisor. Ansbro maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Ansbro is able to work with customers in California, Florida, New Jersey, Ohio, South Carolina, Texas, Colorado, Connecticut, Georgia, Illinois, Indiana, Maine, Maryland, North Carolina, Pennsylvania and Virginia. Over the course of their career, Ansbro has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies and Liberty National Life Insurance Company. Waddell & Reed is headquartered in Raleigh, North Carolina, and operates out of 357 locations across the United States. As a company, Waddell & Reed oversees $22 billion in assets dispersed across 153,672 client accounts and retains more than 2,000 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

17 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

2501 Blue Ridge Rd Ste 200
Raleigh, NC 27607

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

NC Average: 44
Total Number of Accounts

169,956

NC Average: 4,091
Average Account Size

$124,780

NC 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

David Ansbro Work History

David has 17 years of experience.

2010 - Present (9 years)

Liberty National Life Insurance Company

2001 - Present (18 years)

Waddell & Reed, Inc

2001 - Present (18 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

David Ansbro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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