Waddell & Reed
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About this Advisor
Beverly Johnson is a financial advisor based in Portland, Oregon. Currently an investment advisor at Waddell & Reed, they have gathered 19 years of professional experience as an investment advisor. Johnson maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Johnson is able to act as a financial advisor in California, Texas, Washington, Pennsylvania, Idaho and Nevada. During their career, the advisor has held roles at Waddell & Reed, Inc, Various Insurance Carriers, National Notary Association, Beverly Johnson & Jerry Johnson and Beverly Johnson LLC. Waddell & Reed is located in Portland, Oregon, and has 357 additional offices across the United States. As a company, Waddell & Reed manages $22 billion in assets throughout 153,672 client accounts and employs more than 2,000 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Waddell & Reed can offer 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
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
Beverly Johnson Work History
Beverly has 19 years of experience.
Beverly Johnson LLC
Beverly Johnson & Jerry Johnson
National Notary Association
Waddell & Reed, Inc
Various Insurance Carriers
Beverly Johnson has no disclosures.
Please visit their SEC profile for more details.