Alyssa WulfCRD Number: 5900271
Current Firm: Waddell & Reed
Alyssa Wulf (CRD# 5900271) is an Investment Advisor Representative working at Waddell & Reed in Meridian, ID and has over 2 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Various Insurance Carriers For W & R Insurance Agencies||Eagle, ID||Jun 2014 - Current||2|
|Waddell & Reed, Inc.||Meridian, ID||May 2014 - Current||2|
|Douglas Beehler||Meridian, ID||Mar 2014 - Current||3|
|Simplex Grinnell||Boise, ID||Nov 2013 - Mar 2014||< 1|
|Douglas Beehler||Meridian, ID||Mar 2011 - Nov 2013||2|
|Advocates For Inclusion||Nampa, ID||Sep 2010 - Mar 2011||< 1|
|Kd Bar Ranch||Nampa, ID||May 2010 - Sep 2010||< 1|
|Advocates For Inclusion||Nampa, ID||Oct 2008 - May 2010||1|
|Kd Bar Ranch||Nampa, ID||Jun 2008 - Oct 2008||< 1|
|Unemployed||Eagle, ID||Jan 2008 - Jun 2008||< 1|
|Rennison Fodrea||Eagle, ID||Aug 2007 - Jan 2008||< 1|
|Unemployed||Eagle, ID||Dec 2006 - Aug 2007||< 1|
|Head Start Helena-carroll College||Helena, MT||Sep 2006 - Dec 2006||< 1|
|Eagle High School||Eagle, ID||Aug 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 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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