Paul StanleyCRD Number: 3134889
Current Firm: Waddell & Reed
Paul Stanley (CRD# 3134889) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 17 years of experience in the finance industry.
Mark I Asset Management, Ltd
Trilogy Financial Solutions
Phillips Capital Advisors, Inc.
|Waddell & Reed, Inc.||Edmond, OK||Oct 2013 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Edmond, OK||Oct 2013 - Current||3|
|J.p. Morgan Securities LLC||Oklahoma City, OK||Oct 2012 - Oct 2013||1|
|Chase Investment Services Corp||Oklahoma City, OK||May 2010 - Oct 2012||2|
|Lincoln Financial Advisors Corp||Edmond, OK||Jul 2009 - May 2010||< 1|
|Unemployed||Edmond, OK||Apr 2009 - Jul 2009||< 1|
|Ubs Financial Services Inc.||Tulsa, OK||Feb 2008 - Apr 2009||1|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Dec 2007 - Feb 2008||< 1|
|Vision Investment Services, Inc.||Oklahoma City, OK||Apr 2003 - Dec 2007||4|
|Union Bank||Oklahoma City, OK||Jan 2001 - Dec 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
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
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