Mack Cohen, financial advisor Atlanta GA
90 score

Mack Cohen

CRD Number: 6046058
Current Firm: Waddell & Reed

Mack Cohen (CRD# 6046058) is an Investment Advisor Representative working at Waddell & Reed in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Atlanta, GA Jun 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Braselton, GA Jun 2015 - Current 1
Liberty Estates Homeowners Association Braselton, GA Sep 2013 - Current 3
North Georgia Business Connection Braselton, GA Jul 2015 - Feb 2016 < 1
Wells Fargo Advisors Braselton, GA Mar 2013 - Jun 2015 2
Unemployed Braselton, GA Dec 2012 - Mar 2013 < 1
Edward Jones Alpharetta, GA Apr 2012 - Dec 2012 < 1
Tupelo Country Club Tupelo, MS Feb 2012 - Apr 2012 < 1
Laurel Country Club Laurel, MS Sep 2011 - Jan 2012 < 1
Old Waverly Golf Club West Point, MS May 2011 - Sep 2011 < 1
Legends At Chateau Elan Braselton, GA Apr 2006 - May 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Mack A. Cohen
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • GA
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
90
Clean Record
This advisor has a clean track record with regulators.

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