Donald GravlinCRD Number: 1910055
Current Firm: Waddell & Reed
Donald Gravlin (CRD# 1910055) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 29 years of experience in the finance industry. Donald Gravlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Children Of The World||Clayton, MO||Feb 2009 - Current||9|
|St Louis University||St Louis, MO||Sep 1996 - Current||21|
|Chesterfield Village Subdivision||Chesterfield, MO||Jan 1992 - Current||26|
|Various Insurance Carriers||Chesterfield, MO||May 1989 - Current||28|
|Waddell & Reed, Inc.||Creve Coeur, MO||Dec 1988 - Current||29|
|Self-employed||Chesterfield, MO||Jan 1970 - Current||48|
|Self-employed Tax Accountant||Chesterfield, MO||Jan 1950 - Current||68|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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, WY
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