Sue Burkhalter, financial advisor Greenbrier TN
93 score

Sue Burkhalter

CRD Number: 5600900
Current Firm: Waddell & Reed

Sue Burkhalter (CRD# 5600900) is an Investment Advisor Representative working at Waddell & Reed in Greenbrier, TN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Randall Burkhalter Greenbrier, TN Feb 2010 - Current 6
Various Insurance Carriers For W & R Insurance Agencies Greenbrier, TN Oct 2009 - Current 7
Waddell & Reed, Inc. Greenbrier, TN Jun 2009 - Current 7
Ridgetop Parks And Recreation Advisory Board Ridgetop, TN Aug 2013 - Jul 2015 1
Unemployed Greenbrier, TN Jun 2008 - Jun 2009 1
Smith Cashion & Orr Nashville, TN Jan 1998 - May 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Sue E. Burkhalter
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • IN
  • KY
  • MS
  • NC
  • TN
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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