Allen Tsay, financial advisor Brea CA
89 score

Allen Tsay

CRD Number: 6201338
Current Firm: Waddell & Reed

Allen Tsay (CRD# 6201338) is an Investment Advisor Representative working at Waddell & Reed in Brea, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
San Gabriel Chamber Of Commerce San Gabriel, CA Jun 2015 - Current 1
Brea Chamber Of Commerce Brea, CA May 2015 - Current 1
Arcadia Masonic Lodge #278 Arcadia, CA Jan 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies San Gabriel, CA Dec 2013 - Current 3
Waddell & Reed, Inc. Brea, CA Jul 2013 - Current 3
Arcadia Chamber Of Commerce Arcadia, CA Feb 2013 - Current 3
Unemployed San Gabriel, CA Mar 2013 - Jul 2013 < 1
Student San Gabriel, CA Sep 2000 - Mar 2013 12
Wahib Middle East Restaurant Allhambra, CA Jun 2010 - Aug 2012 2
Flamous Brands Inc. Pasadena, CA Jun 2009 - Apr 2010 < 1
Pasadena City Collge Pasadena, CA Sep 2008 - Jun 2009 < 1
Coalition To Protect California Sacramento, CA Aug 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Allen Tsay
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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