Charles Marselli, financial advisor Amarillo TX
70 score

Charles Marselli

CRD Number: 5900700
Current Firm: Waddell & Reed

Charles Marselli (CRD# 5900700) is an Investment Advisor Representative working at Waddell & Reed in Amarillo, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kiwanis Club Of Richardson, Texas Richardson, TX Oct 2014 - Current 2
Waddell & Reed, Inc. Arlington, TX Apr 2011 - Current 5
Various Insurance Carriers For W&r Insurance Agencies, Inc. Richardson, TX Apr 2011 - Current 5
Pennsylvania Life Hurst, TX Mar 2010 - Jun 2011 1
Unemployed Ft Worth, TX Dec 2009 - Mar 2010 < 1
Andy's Automotive Watauga, TX Jun 2009 - Dec 2009 < 1
Bankston Chevrolet North Richland Hills, TX Aug 2006 - Jun 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Charles A. Marselli
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • KS
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
70

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