David Huang, financial advisor Costa Mesa CA
89 score

David Huang

CRD Number: 6251636
Current Firm: Waddell & Reed

David Huang (CRD# 6251636) is an Investment Advisor Representative working at Waddell & Reed in Costa Mesa, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Taiwanese American Of Cc La Junior Chapter San Gabriel, CA Feb 2015 - Current 1
Balaji Rao Costa Mesa, CA Sep 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Hacienda Heights, CA Jan 2014 - Current 2
Waddell & Reed Inc. Seal Beach, CA Oct 2013 - Current 3
Unemployed Hacienda Heights, CA Jun 2013 - Oct 2013 < 1
Wacow La San Gabriel, CA May 2012 - Jun 2013 1
International Interprises Bronx, NY Jan 2012 - May 2012 < 1
Unemployed Fullerton, CA May 2008 - Jan 2012 3
Unemployed Hacienda Heights, CA Jun 2007 - May 2008 < 1
Unemployed Butte, MT Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for David Huang
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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