Rictor WilsonCRD Number: 1831221
Current Firm: Waddell & Reed
Rictor Wilson (CRD# 1831221) is an Investment Advisor Representative working at Waddell & Reed in Omaha, NE and has over 16 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Various Insurance Carriers For W & R Insurance Agencies||Crofton, NE||Jun 1988 - Current||28|
|Waddell & Reed, Inc.||Wayne, NE||Apr 1988 - Current||28|
|Rictor G. Wilson||Wayne, NE||May 2002 - Feb 2013||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Jun 2000|
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