Waddell & Reed
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Waddell & Reed Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, Inc
Charles Previs has no disclosures.
Please visit their SEC profile for more details.