Patricia Marschner, financial advisor Camp Hill PA
93 score

Patricia Marschner

CRD Number: 5538337
Current Firm: Waddell & Reed

Patricia Marschner (CRD# 5538337) is an Investment Advisor Representative working at Waddell & Reed in Camp Hill, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Shermans Dale S.d.a. Church Shermans Dale, PA Feb 2012 - Current 4
Various Insurance Carriers For W & R Insurance Agencies New Bloomfield, PA Sep 2008 - Current 8
Waddell & Reed, Inc. Camp Hill, PA May 2008 - Current 8
Pat's Potpourri New Bloomfield, PA Jan 1991 - Current 25
Letip Of Carlisle Carlisle, PA Jan 2012 - Jan 2014 2
Lean 'n Mean Fitness Llc, Dba Cuts Fitness For Men Enola, PA Apr 2005 - May 2010 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Nov 2008
Contact Info for Patricia A. Marschner
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • OH
  • PA
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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