Charles Doolittle, financial advisor Grand Rapids MI
81 score

Charles Doolittle

CRD Number: 3130923
Current Firm: Waddell & Reed

Charles Doolittle (CRD# 3130923) is an Investment Advisor Representative working at Waddell & Reed in Grand Rapids, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wmu/thomas M Cooley Law School Grand Rapids, MI Jul 2016 - Current < 1
Thomas Cooley Law School Alumni Association Lansing, MI Jan 2012 - Current 4
Waddell & Reed, Inc. Grand Rapids, MI Jun 2002 - Current 14
Various Insurance Carriers For W & R Insurance Agencies Grand Rapids, MI Jun 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Aug 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Charles D. Doolittle
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • MI
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
81

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