Andy Hackett, financial advisor Colorado Springs CO
96 score

Andy Hackett

CRD Number: 6320603
Current Firm: Waddell & Reed
Compensation Model: Both

Andrew Hackett (CRD# 6320603) is an Investment Advisor Representative working at Waddell & Reed in Colorado Springs, CO and has 2 year of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Yobel International Colorado Springs, CO Aug 2015 - Current 1
Ag Hackett, Inc. Colorado Springs, CO Jun 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Colorado Springs, CO Aug 2014 - Current 2
Waddell & Reed, Inc. Colorado Prings, CO Apr 2014 - Current 2
Joint Initiativesm Youth Colorado Springs, CO Mar 2013 - Aug 2014 1
Two Cor Colorado Springs, CO Mar 2014 - Jul 2014 < 1
Spring Creek Youth Services Colorado Springs, CO Jun 2012 - Mar 2013 < 1
The Dale House Project Colorado Springs, CO Jun 2003 - Jun 2012 9
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2014
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Andy Hackett
Phone Number: 7196383452
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • DC
  • LA
  • MI
  • NC
  • VA
  • MO
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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