Samantha Stringer, financial advisor Overland Park KS
90 score

Samantha Stringer

CRD Number: 5927934
Current Firm: Waddell & Reed

Samantha Stringer (CRD# 5927934) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Overland Park, KS Sep 2012 - Current 4
Referral Leaders International Overland Park, KS Sep 2013 - Nov 2013 < 1
Various Insurance Carriers For W&r Insurance Agencies Inc. Kansas City, MO Apr 2013 - Nov 2013 < 1
Unemployed Decatur, IL May 2012 - Sep 2012 < 1
Raymond James Decatur, IL Jun 2011 - May 2012 < 1
Student Decatur, IL May 2002 - May 2012 10
Eichenauer Services, Inc. Decatur, IL Jun 2009 - Jun 2011 2
Fairview Park Pool Decatur, IL Jun 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Samantha L. Stringer
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • KS
  • MO
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
90
Clean Record
This advisor has a clean track record with regulators.

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