Worawit Tongprajiad, financial advisor Brea CA
93 score

Worawit Tongprajiad

CRD Number: 5342405
Current Firm: Waddell & Reed

Worawit Tongprajiad (CRD# 5342405) is an Investment Advisor Representative working at Waddell & Reed in Brea, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Janice Wheeler Brea, CA Apr 2014 - Current 2
Waddell & Reed, Inc. Brea, CA Mar 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies La Habra, CA Mar 2014 - Current 2
Real Estate Rental La Puenta, CA Sep 2012 - Current 4
Park Avenue Securities Diamond Bar, CA Oct 2011 - Feb 2014 2
Guardian Life Insurance Company Diamond Bar, CA Jun 2011 - Feb 2014 2
Self Employed West Covina, CA Jun 2011 - Sep 2011 < 1
Capco Labs Sante Fe Springs, CA Sep 2010 - Jun 2011 < 1
Wells Fargo Advisors, LLC Long Beach, CA May 2007 - Sep 2010 3
Wachovia Bank, N.a. Long Beach, CA Feb 2007 - Apr 2010 3
Atlas Securities, Inc. San Leandro, CA Sep 2006 - Feb 2007 < 1
World Savings Fullerton, CA Jun 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S63 Uniform Securities State Law Examination Jul 2007
Contact Info for Worawit J. Tongprajiad
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • FL
  • MI
  • NV
  • UT
  • WA
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
93
Clean Record
This advisor has a clean track record with regulators.

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