Richard Bartlett, financial advisor Kennewick WA
88 score

Richard Bartlett

CRD Number: 6376230
Current Firm: Waddell & Reed

Richard Bartlett (CRD# 6376230) is an Investment Advisor Representative working at Waddell & Reed in Kennewick, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Safe Harbor Support Center Kennewick, WA Feb 2016 - Current < 1
Kamiakin Baseball Kennewick, WA Mar 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Kennewick, WA Jan 2015 - Current 1
Waddell & Reed, Inc. Kennewick, WA Jul 2014 - Current 2
Applebee's Pasco, WA Oct 2012 - Feb 2015 2
Islands Casino Kennewick, WA May 2012 - Oct 2012 < 1
Henley Aw Grange Baseball Club Westlake Shore, Oct 2008 - May 2012 3
Laredo Broncos Laredo, TX Apr 2008 - Oct 2008 < 1
Can-am League Grays Baseball Durham, NC Jul 2007 - Apr 2008 < 1
Unemployed Jacksonville, FL Apr 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Richard J. Bartlett
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • ID
  • LA
  • WA
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
88
Clean Record
This advisor has a clean track record with regulators.

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