Waddell & Reed
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About this Advisor
Brian Carlin is a certified financial planner who works out of Seattle, Washington, with a total of 11 years of financial industry experience. Carlin is currently employed by Waddell & Reed. Throughout their career, they have worked at The Vanguard Group, Inc, Actor, Uber, Cascadia Dread, Various Insurance Carriers For W & R Insurance Agencies, Karen Einberger, Waddell & Reed, Inc and Nw Film Forum. Carlin has a Series 63 license, which qualifies them as a securities agent, and is registered to work in California, Colorado, Washington, D.c., Idaho, Indiana, Maryland, New Mexico and Washington. Waddell & Reed is an advisory business headquartered in Seattle, Washington. The company has offices in 357 locations and a total of 2,000 people on staff. It has $22 billion in assets across its 153,672 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 74 charities and foundations. Of its 153,672 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. Waddell & Reed has a broad array of services, such as 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 are based on which services are provided. Fee types charged by Waddell & Reed can include any combination of 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
- Selection of other advisers
- Educational seminars/workshops
Brian Carlin Work History
Brian has 11 years of experience.
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, Inc
Nw Film Forum
The Vanguard Group, Inc
Brian Carlin has no disclosures.
Please visit their SEC profile for more details.