Bradley Allen, financial advisor Cottonwood Heights UT
93 score

Bradley Allen

CRD Number: 1104966
Current Firm: Waddell & Reed

Bradley Allen (CRD# 1104966) is an Investment Advisor Representative working at Waddell & Reed in Cottonwood Heights, UT and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed Inc. Cottonwood Heights, UT Sep 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Centerwille, UT Sep 2013 - Current 3
B J Allen & Associates,llc Centerville, UT Mar 1986 - Current 30
Axa Advisors, LLC New York, NY Jul 2013 - Sep 2013 < 1
Nature's Choice, LLC Centerville, UT Jun 2006 - Sep 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Bradley J. Allen
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • UT
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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