Paige RichardsonCRD Number: 6763277
Current Firm: Waddell & Reed
Paige Richardson (CRD# 6763277) is an Investment Advisor Representative working at Waddell & Reed in Lake Elmo, MN and has 1 year of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
|Waddell & Reed, Inc.||Lake Elmo, MN||Oct 2019 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Hudson, WI||Oct 2019 - Current||1|
|Willy Zimmerman||Lake Elmo, MN||Oct 2019 - Current||1|
|Dan Stoudt-state Farm||Oak Park Hts, MN||May 2019 - Oct 2019||< 1|
|Kestra Investment Services, LLC||St.paul, MN||Feb 2017 - May 2019||2|
|Greater Midwest Financial Group||St Paul, MN||Feb 2017 - May 2019||2|
|Unemployed||Hudson, WI||Dec 2016 - Feb 2017||< 1|
|University Of Wisconsin Eau Claire||Eau Claire, WI||Sep 2016 - Dec 2016||< 1|
|Bit By Bit Solutions Inc.||Hudson, WI||Jun 2014 - Sep 2016||2|
|Unemployed||Hudson, WI||Jan 2014 - Jun 2014||< 1|
|Taco John's||Hudson, WI||Jun 2011 - Jan 2014||2|
|Hudson High School||Hudson, WI||Sep 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management33,245MILLIONS
Total Number of Accounts187,019ACCOUNTS
Average Account Value$177,760
- 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
- Pension consulting services
- 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, MA, 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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