Charles
Previs

Waddell & Reed

CRD#1128255
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Charles Previs is a certified financial planner in Pittsburgh, Pennsylvania. Currently an advisor with Waddell & Reed, they have gathered an impressive 35 years of professional experience. Previs has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Previs is registered to work with clients based out of Alabama, South Carolina, Pennsylvania, North Carolina, Texas, Virginia, West Virginia, California, Florida and Ohio. During their career, the advisor has held roles at Various Insurance Carriers For W & R Insurance Agencies and Waddell & Reed, Inc. Waddell & Reed is based out of Pittsburgh, Pennsylvania, and has 357 additional offices across the country. In total, Waddell & Reed oversees $22 billion in assets throughout 153,672 accounts and retains more than 2,000 people. The level of assets currently under the firm's management 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 has the authority to make all investment decisions. Currently 1% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Waddell & Reed provides 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 63, Series 65, Certified Financial Planner

Years of Experience

35 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

651 Holiday Drive Ste 200
Pittsburgh, PA 15220

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

PA Average: 44
Total Number of Accounts

169,956

PA Average: 4,091
Average Account Size

$124,780

PA 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

Charles Previs Work History

Charles has 35 years of experience.

1983 - Present (36 years)

Various Insurance Carriers For W & R Insurance Agencies

1983 - Present (36 years)

Waddell & Reed, Inc

Disclosures

Charles Previs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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