Albert ArmendarizCRD Number: 2970779
Current Firm: Waddell & Reed
Albert Armendariz (CRD# 2970779) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 19 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Ivy Funds Distributor||Overland Park, KS||Jun 2015 - Current||2|
|Waddell & Reed Inc.||Overland Park, KS||Jun 2015 - Current||2|
|Bank Of The West||Omaha, NE||Sep 2011 - Jun 2015||3|
|Bancwest Investment Services||Omaha, NE||Sep 2011 - Jun 2015||3|
|Securities America Inc.||La Vista, NE||Oct 2008 - Sep 2011||2|
|Securities America Advisors Inc.||La Vista, NE||Oct 2008 - Sep 2011||2|
|Legent Clearing||Omaha, NE||Sep 2008 - Oct 2008||< 1|
|Securities America Advisors Inc.||Omaha, NE||Jul 2006 - Sep 2008||2|
|Securities America, Inc.||Omaha, NE||Oct 2005 - Sep 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
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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