Flavio Pando, financial advisor Campbell CA
90 score

Flavio Pando

CRD Number: 6146793
Current Firm: Waddell & Reed

Flavio Pando (CRD# 6146793) is an Investment Advisor Representative working at Waddell & Reed in Campbell, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies San Jose, CA May 2013 - Current 3
Waddell & Reed, Inc. Campbell, CA Mar 2013 - Current 3
Fmc Investors Group LLC San Jose, CA Jun 2012 - May 2013 < 1
Santa Clara University - Finance Office Santa Clara, CA May 2011 - Jun 2012 1
Unemployed Santa Clara, CA Dec 2010 - May 2011 < 1
Home Depot Santa Clara, CA Jul 2010 - Dec 2010 < 1
Unemployed San Jose, CA Sep 2009 - Jul 2010 < 1
San Jose Country Club San Jose, CA Jun 2009 - Sep 2009 < 1
Unemployed San Jose, CA Sep 2008 - Jun 2009 < 1
San Jose Country Club San Jose, CA May 2008 - Sep 2008 < 1
Cutco Kitchen Cutlery Campbell, CA May 2008 - Sep 2008 < 1
Hollister Clothing Company San Jose, CA Feb 2008 - May 2008 < 1
Unemployed San Jose, CA Dec 2007 - Feb 2008 < 1
Marble Slab Creamery San Jose, CA Jun 2007 - Dec 2007 < 1
Unemployed San Jose, CA Jul 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Flavio Pando
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • LA
  • NV
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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