William D'amico, financial advisor Ontario CA
88 score

William D'amico

CRD Number: 6405325
Current Firm: Waddell & Reed

William D'amico (CRD# 6405325) is an Investment Advisor Representative working at Waddell & Reed in Ontario, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Rancho Cucamonga, CA Oct 2014 - Current 2
Universal Precast Redding, CA Jun 2006 - Oct 2014 8
Student Rancho Cucamonga, CA Sep 2004 - May 2014 9
Law Offices Of Stepen Shapiro Monrovia, CA May 2013 - Dec 2013 < 1
Maire & Burgess Redding, CA Jun 2012 - Jul 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for William S. D'amico
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
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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