Flavio PandoCRD 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 4 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Various Insurance Carriers For W&r Insurance Agencies||San Jose, CA||May 2013 - Current||4|
|Waddell & Reed, Inc.||Campbell, CA||Mar 2013 - Current||4|
|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|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.