Patrick
Powers

Waddell & Reed

CRD#5744390
Investment Advisor
in Charlotte, NC
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About this Advisor

Patrick Powers is a certified financial planner who works in Charlotte, North Carolina, with 13 years of work experience. Powers is an employee of Waddell & Reed. The advisor has gained experience at Wachovia/Wells Fargo, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Rotary Club Of Charlotte Evening, Bni Professional Connections, Ballantyne Briefings, Rotary Club Of Ballantyne and March Of Dimes. Powers has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, California, Colorado, Florida, Georgia, Maryland, New Jersey, North Carolina, South Carolina, Virginia, Texas, Kansas, Nevada, Ohio, Pennsylvania and Rhode Island. Waddell & Reed is a registered investment company that has its headquarters in Charlotte, North Carolina. The company has offices in 357 locations and a total of 2,000 advisors. It administers $22 billion in total assets across its 153,672 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 74 charitable organizations. Of its 153,672 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Waddell & Reed has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the type of financial services offered. However, fees billed by Waddell & Reed may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

6000 Fairview Rd Ste 310
Charlotte, NC 28210

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,547,774,536

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

2,000

NC Average: 44
Total Number of Accounts

153,672

NC Average: 4,091
Average Account Size

$140,219

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
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Powers Work History

Patrick has 13 years of experience.

2016 - 2018 (2 years)

Ballantyne Briefings

2016 - Present (3 years)

March Of Dimes

2012 - 2015 (3 years)

Rotary Club Of Charlotte Evening

2012 - Present (7 years)

Bni Professional Connections

2012 - Present (7 years)

Rotary Club Of Ballantyne

2010 - Present (9 years)

Various Insurance Carriers For W & R Insurance Agencies

2009 - Present (10 years)

Waddell & Reed, Inc

2005 - 2009 (4 years)

Wachovia/Wells Fargo

Disclosures

Patrick Powers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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