Kevin Thompson, financial advisor Nashville TN
93 score

Kevin Thompson

CRD Number: 3121373
Current Firm: Waddell & Reed

Kevin Thompson (CRD# 3121373) is an Investment Advisor Representative working at Waddell & Reed in Nashville, TN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Franklin, OH Sep 2009 - Current 7
Various Insurance Carriers For W & R Insurance Agencies Brentwood, TN Sep 2009 - Current 7
Unemployed Nashville, TN Feb 2009 - Sep 2009 < 1
Fifth Third Securities Gallatin, TN Jun 2008 - Feb 2009 < 1
Merrill Lynch Nashville, TN May 2007 - Jun 2008 1
Morgan Keegan & Company, Inc. Nashville, TN Apr 2005 - May 2007 2
Morgan Keegan/ Pfic Franklin, TN Apr 2001 - Feb 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Kevin D. Thompson
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WV
  • WI
  • VI
  • WA
  • PA
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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