Waiann Mai, financial advisor Austin TX
89 score

Waiann Mai

CRD Number: 6243326
Current Firm: Edward Jones

Waiann Mai (CRD# 6243326) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2013 - Current 3
Unemployed Temecula, CA Jul 2013 - Sep 2013 < 1
Us Marine Corps Camp Pendleton, CA Jun 1999 - Jul 2013 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Waiann W. Mai
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
89
Clean Record
This advisor has a clean track record with regulators.

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